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James Carlson Location
Fort Lauderdale, FL, US
James Carlson Work
Field Vice President @ (January 2026 - Present)
Associate Vice President @ (October 2024 - January 2026)
District Manager @ (May 2024 - October 2024)
District Manager @ (July 2023 - May 2024)
Associate Manager @ (November 2022 - July 2023)
Associate Financial Advisor @ (August 2022 - November 2022)
Junior Financial Consultant @ (January 2022 - August 2022)
Research Assistant @ (May 2020 - May 2021)
Taylor Gym Supervisor @ (August 2018 - May 2021)
Student @ (August 2017 - May 2021)
Financial Analyst and Market Research Intern @ (June 2019 - August 2019)
James Carlson Education
Lehigh University
Bachelor of Arts - BA (Economics)
Lehigh University
Bachelor of Arts - BA (Political Science and Government)
James Carlson Skills
Leadership
Microsoft Office
Public Speaking
Research
Teamwork
James Carlson Summary
James Carlson, based in Fort Lauderdale, FL, US, is currently a Field Vice President at Florida Financial Advisors. James Carlson brings experience from previous roles at Texas Financial Advisors and Tristate Financial Advisors. James Carlson holds a Bachelor of Arts - BA in Economics @ Lehigh University. With a robust skill set that includes Leadership, Microsoft Office, Public Speaking, Research, Teamwork and more. James Carlson has 1 emails and 1 mobile phone numbers on RocketReach.
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