Education & Certifications
- BBA in Finance, Kennesaw State University – Coles College of Business
- FINRA Series 7 and 63 held with LPL Financial
- FINRA Series 66 held with IFG Advisory, LLC and LPL Financial
About
James is a Portfolio Manager with Healy Wealth Management. Prior to joining the firm, he spent nearly four years as a Financial Advisor with JPMorgan, helping clients develop financial plans and align their investment portfolios with their long-term goals.
James grew up in the greater Atlanta area and attended Kennesaw State University (KSU), where he majored in Finance. While at Kennesaw State, he served as an analyst for the university’s Student-Managed Investment Fund, gaining valuable experience researching companies, analyzing industries, and evaluating investment opportunities.
After graduating, James began his career with E*TRADE Financial, where he obtained his securities licenses and assisted clients with a wide range of needs. He later joined JPMorgan as a financial advisor, where he worked closely with individuals and families to help them pursue their financial objectives through thoughtful planning and disciplined investment strategies.
In his role at Healy Wealth Management, James works alongside the team to help ensure client portfolios are managed in accordance with the firm’s commitment to value investing principles and strategy. This includes evaluating risk, stock selection, performance, asset allocation, and hedging.
Outside of the office, James enjoys playing guitar, writing songs, and cheering on the Atlanta Hawks.