James Andrew Warner

Current Employers

Employment History

• 09/2015 → 06/2016
  Deimos Asset Management
  Dallas, TX
• 07/2016 → Present
  Black Ox Advisors Llc
  Dallas, TX
• 04/2019 → Present
  Lear Investment Management
  Dallas, TX

Other Businesses

name of the other business: Black Ox Advisors LLC; whether the business is investment-related: No; the address of the other business: 4310 Merrell Rd., Dallas, TX 75229; the nature of the other business: Black Ox Advisors LLC provides non-investment financial advisory and management consulting services from time to time to various corporations and partnerships; your position, title, or relationship with the other business: Managing Partner; the start date of your relationship: 07/2016; the approximate number of hours/month you devote to the other business: 0-5; the number of hours you devote to the other business during securities trading hours: 0; and briefly describe your duties relating to the other business: I principally provide corporate financial planning and analysis services that range from financial modeling to evaluating pricing methodologies to analyzing returns of past and potential capital expenditures.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-17
• S63 Uniform Securities Agent State Law Examination
  2003-09-19

Other Names

• Jim Warner
• James Andrew Warner Iii