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James D. Pickert, CFA, CFP®, CRPS®

Managing Director

Jimmy brings extensive experience in the wealth management industry to his role as a member of Kanawha’s Investment Committee. His expertise lies in helping clients gain clarity and purpose around their finances. Jimmy holds several credentials, including the Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, and Chartered Retirement Plan Specialist® designations. His background and professional designations offer clients a comprehensive level of proficiency with investment management and financial planning, all working within the fiduciary standard of placing clients’ best interests first.

Jimmy started his career with CNL Financial in Orlando, Florida, before moving to Richmond in 2014. He then worked as a Financial Advisor with Merrill Lynch before transitioning to a Portfolio Manager and Planner role at ACG Wealth Management.

He earned a BA degree from Furman University in Greenville, South Carolina, and an MS in Business Management from Wake Forest University in Winston-Salem, North Carolina.

When he’s not in the office, Jimmy enjoys spending time with his wife, Laura, and their two dogs at home and around the Richmond area, Charlottesville, and Deltaville. His primary interests are various outdoor activities, sports, and reading about history.


phone: 804-359-4242