James serves as Vice President, Director of Business Development & Client Service for JAG. He is responsible for developing relationships and providing unmatched portfolio management services for our advisor, consultant, and intermediary firm channels.
Prior to joining the firm, he was a Financial Advisor at a large Broker/Dealer firm in St. Louis. James earned an MBA in Finance from the John Cook School of Business at Saint Louis University. He is Co-Founder of The Luca Foundation, whose mission is to enhance the educational experience and academic success rate for children with acute medical challenges.