James Lester Gillis

Current Employers

Employment History

• 05/2009 → 06/2020
  Raymond James Financial Services
  Athens, GA
• 05/2009 → 06/2020
  Carson Advisory, Inc.
  Athens, GA
• 05/2009 → 06/2020
  Raymond James Financial Services Advisors, Inc.
  Athens, GA
• 10/2016 → Present
  Soperton Naval Stores, Inc
  Soperton, GA
• 06/2020 → Present
  Northwest Asset Management
  Mercer Island, WA

Previous Registrations

• 2009-05-20 → 2020-07-10
  Raymond James Financial Services Advisors, Inc
  Athens, GA
• 2009-06-30 → 2020-06-19
  Carson Advisory Group
  Athens, GA
• 2003-12-16 → 2009-05-20
  Morgan Keegan & Company, Llc
  Athens, GA
  Athens, GA

Other Businesses

1) Georgia Forestry Association. Board Member. Start Date: 2.1.2018. Not investment related. Less that 1 hour per month spent on this activity. None during market hours. 2) Athens Homeless Property Corporation. Athens, GA. Start Date: 8/21/2017. Not Investment Related. Current Board Member. Nature of Business: Supports a facility in local community that provides transitional housing and mental health care services for the homeless. Meet once quarterly to review financial performance of endowment funds and vote on maintenance items related to the facility. Less than 1 hour per month spent on this activity during market hours. 3) ELDORA, INC:NOT INVESTMENT RELATED:2/2015-PRESENT:ATHENS, GA:Personal/Private Investment:0 HRS/MO:0 HRS DURING TRADING:I am a simple shareholder in Eldora, Inc., owning 1/11th of the equity in this entity. This is a real estate holding company that owns 70 acres on the Ogeechee River in south Georgia that was purchased by my great grandfather in the 1930's. 4) Name of Business : No name of business. - Address: Athens, GA - Nature of the Business: Agriculture/Farming - Position/Title: - Investment Related:No - Start Date: 07/25/2017 - Hours per month devoted to this business: 1 - Hour per month devoted to this business during trading hours: 0 - Description of duties: Personally owned timber property. Will be deriving annual recreational lease income from property. 5) Soperton Naval Stores, Inc. - Address: Soperton, GA - Nature of the Business: - Position/Title: President - Investment Related: No - Start Date: 10/25/2016 - Hours per month devoted to this business: 10 - Hours per month devoted to this business during trading hours: 0 - Description of duties: Long-term strategic planning and operations oversight with regard to our timberland assets. Make bi-monthly site visits to the various parcels of land owned by the company. Meet once a month with other officers to discuss general business operations. 6) JG4 Investments, Inc. Address: Athens, GA Nature of the Business: (Owner) Position/Title: Support Company (Owner) Investment Related:Yes Start Date: 01/01/2014 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: JG4 Investments, Inc. is an S-corporation set up for business and tax purposes with respect to my income derived from my status as an independent contractor at Northwest Asset Management. 7) 24th Street Inc. No. 150 Collins Industrial Boulevard Athens, GA 30601 PO Box 49428 Athens, GA 30604. Substance abuse recovery clubhouse. Here is the mission statement: 24th Street's mission is to provide a safe environment of healing, fellowship and support for all 12 step recovery. https://24thstreetathens.com/. Treasurer. 11/3/2025. 5. 0. Attend monthly board meetings, review financials, help with long-term strategic planning to help ensure the long-term financial stability of 24th Street Inc.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-15

Designations

Other Names

• James Lester Gillis
• Jim Gillis