James Cannon Carr

Current Employers

Employment History

• 12/1997 → 09/2024
  Banc America Robertson Stephens
  New York, NY
• 07/1998 → 09/2024
  Cibc World Markets
  New York, NY
• 09/2024 → Present
  Ep Wealth Advisors, Llc
  Atlanta, GA

Other Businesses

Name: Wesleyan College Address: 4760 Forsyth Rd, Macon, GA Start: Sep 01, 2012 Title: Serves on the board of trustees as Trustee Duties: Involvement: quarterly meetings and periodic phone calls in subcommittees Commitment: 1hr/week potentially during trading hours regarding: meetings to support the college, quarterly with periodic phone calls in the interim Name: The Task Force For Global Health, Inc. Address: 330 W. Ponce de Leon Ave. Decatur, GA, 30030 Start: Dec 1, 2025 Title: Board Member Duties of periodic governance for the Task Force. Usually one meeting per quarter, with occasional Committee service as well (Finance Committee role) Commitment: 1hr/week potentially during trading hours Name: Rotary Club of Atlanta Address: 40 Courtland St NE, Atlanta, GA 30303 Start: July 1, 2025 Title: Board Chair Duties: Overseeing the board and governance of the foundation. Commitment: 0.5 hrs/week, meetings every quarter, and have occasional calls and email correspondence during the day, potentially during trading hours Name: Emory University Address: 1531 Dickey Dr, Atlanta, GA 30322 Start: Sep 01, 2018 Title: Board Member Duties: Advisory board serves the Executive Director of the Center, providing guidance on strategy, budgeting and fundraising Commitment: 1hr/week - periodic board meetings and events scheduled during the year, usually one or two per quarter

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-21
• S63 Uniform Securities Agent State Law Examination
  1998-10-07

Other Names

• Cannon Carr