Jeffrey James Email & Phone Number
Managing Partner
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Jeffrey James Location
- Oklahoma City, OK, US
Jeffrey James Work
- 2025 -now Managing Partner @ FourPath Capital
- 2021 -now Managing Partner @ Prospera Private Wealth
- 2021 -2025 Managing Partner @ Prospera Private Wealth
- 2025 -2025 Managing Partner at FourPath Capital @ FourPath Capital Management, LLC
- 2005 -2021 Branch Manager, Financial Advisor @ Wells Fargo Advisors
- 1999 -2005 Financial Advisor @ Smith Barney
Jeffrey James Education
- University of Oklahoma
Bachelor of Business Administration (BBA)
1985-1988 - Putnam City North HS
Jeffrey James Skills
- Financial Advisory
- 401k Planning
- 401k Rollovers
- Investment Strategies
- Investment Planni
- Investments
- Investment Planning
- Estate Investment Planning
- Wealth Preservation Planning
- Asset Allocation
- Strategic Planning
- Financial Analysis
- Financial Services
- Retirement Planning
- Securities
- Specific Products
- 401 Planning
Jeffrey James Summary
- Jeffrey James, based in Oklahoma City, OK, US, is currently a Managing Partner at FourPath Capital. Jeffrey James brings experience from previous roles at Prospera Private Wealth, FourPath Capital Management, LLC and Wells Fargo Advisors. Jeffrey James holds a 1985 - 1988 Bachelor of Business Administration (BBA) @ University of Oklahoma. With a robust skill set that includes Financial Advisory, 401k Planning, 401k Rollovers, Investment Strategies, Investment Planni and more. Jeffrey James has 2 emails and 1 mobile phone numbers on RocketReach.
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