Jim has assisted community and regional banks for over 30 years. Before joining BSG, he served as a Managing Director at Burke Capital/Morgan Keegan and later at Truist Securities, followed by the role of Consulting Director at Donnelly, Penman & Partners. He is licensed with the Financial Industry Regulatory Authority (FINRA) as a Uniform Securities Agent (Series 63), Uniform Investment Adviser (Series 65), General Securities Representative (Series 7), and Investment Banking Representative (Series 79).
