James A. Schmidt

Financial Advisor

Jim is a native New Yorker whose financial services career took shape on Wall Street. There, Jim gained a first-hand understanding of the real-world factors and intangible influences that drive market performance. Working first at EF Hutton in 1984, then at Prudential Securities, Jim has served as a discretionary portfolio manager since 1996. More than 95% of clients followed Jim down I-95 to Richmond to Wachovia (which became Wells Fargo). In 2011, Jim’s team (and again, more than 95% of the team’s clients) moved to Raymond James. Not surprisingly, “95” is one of Jim’s favorite numbers.

“We chose Raymond James for easy access to its top investment analysts and leading research. Our process is clearly enhanced by this partnership of skills. Today, we enjoy the freedom, flexibility and financial independence to more precisely serve client needs with less red tape than I’ve encountered elsewhere. I strongly believe – as our team does – that Raymond James is the premier alternative to Wall Street and a leader in research and financial planning.” – Jim Schmidt

Jim earned a Bachelor’s degree from The State University of New York (SUNY) New Paltz. For those acquainted with New York geography, Jim actually grew up in Westchester County, in the city of Rye. Jim and his wife, Rachel, moved to Virginia in 1996 with their two young children, who, according to the happy couple, are now grown and have provided an empty nest. When Jim is not scrutinizing market data or visiting with clients, he enjoys golf and traveling with Rachel. Giving back to the community that’s given him so much, Jim has long participated with various local organizations. His most cherished efforts were dedicated to CASA in Henrico County, for more than seven years. He and his family also host inner-city children from New York City in their home, through their support of The Fresh Air Fund.

Tameika Jenkins Aldridge

Client Services Manager
Practice Manager

With almost two decades in the financial services industry Tameika has served extensively in both operational capacities and client service roles. She has worked exclusively with Jim Schmidt since 2008. In addition to her industry experience, she holds an undergraduate degree in Business Administration from Strayer University in Richmond Virginia.

At Schmidt Wealth Management & Associates she serves a duel role as Client Services Manager and Practice Manager. These roles ensure that all aspects of the team’s processes and communications provide a superior level of responsiveness, service, and peace of mind to all.

As Client Service Manager, she is uniquely qualified to answer most clients’ questions and concerns during their initial call. For more complex matters she collaborates with Jim to provide the answers or—if needed—to schedule a mutually convenient conversation between him and the client.

Her function as Practice Manager keeps her alert for possible inefficiencies, or potential opportunities to streamline the practice. She listens when items are brought to her attention by clients or other team members. With a broad knowledge of securities industry regulations, operations, and administration she has been able to identify changes and upgrades to enhance each client’s experience.

When away from the office she enjoys reading, traveling or just hanging out with her husband Wallace, Sr. and 4 kids. Their children—in their own rite—keep both Tameika and Wallace active and young at heart as an athletically active family.