Jeffrey James

Compliance Officer bei

Reuter James Wealth Management LLC

Finance

Consumer Services

Profil

Jeffrey Rouk James currently works at FourPath Capital Management LLC, as Managing Partner & Chief Compliance Officer from 2021.
Mr. James also formerly worked at Smith Barney Asset Management, as Financial Advisor from 1999 to 2005 and Wells Fargo Clearing Services LLC, as Principal from 2005 to 2021.
Mr. James received his undergraduate degree in 1988 from the University of Oklahoma.

Aktive Positionen von Jeffrey James

Unternehmen	Position	Beginn
Reuter James Wealth Management LLC Reuter James Wealth Management LLC Investment ManagersFinance Prospera carefully constructs a risk-adjusted, tax-efficient, and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. The firm predominantly utilizes a combination of active and passive strategies to allocate client assets primarily among publicly traded securities, such as stocks, bonds, ETFs, mutual funds, and/or separately managed portfolios.	Compliance Officer	01.06.2021

Alle aktiven Positionen von Jeffrey James

Ehemalige bekannte Positionen von Jeffrey James

Unternehmen	Position	Ende
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Corporate Officer/Principal	01.07.2021
Smith Barney Asset Management Smith Barney Asset Management Investment ManagersFinance Provides investment services	Corporate Officer/Principal	01.08.2005

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Beziehungen

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Unternehmensverbindungen

Private Unternehmen	4
Smith Barney Asset Management Smith Barney Asset Management Investment ManagersFinance Provides investment services	Finance
University of Oklahoma University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Finance
Reuter James Wealth Management LLC Reuter James Wealth Management LLC Investment ManagersFinance Prospera carefully constructs a risk-adjusted, tax-efficient, and cost-effective asset allocation strategy based on a client’s unique cash flow needs, stated return and risk profile. The firm predominantly utilizes a combination of active and passive strategies to allocate client assets primarily among publicly traded securities, such as stocks, bonds, ETFs, mutual funds, and/or separately managed portfolios.	Finance