James Beverly Bross

Current Employers

Employment History

• 04/2016 → Present
  Carolina Care Innovation Group
  Franklin, NC
• 05/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 07/2016 → 11/2018
  Atrium Health
  Charlotte, NC
• 05/2019 → 10/2025
  Equitable Advisors, Llc
  New York, NY
• 10/2025 → Present
  Steward Partners Global Advisory, Llc
  Clemson, SC
• 10/2025 → Present
  Steward Partners Investment Advisory, Llc
  Clemson, SC
• 10/2025 → Present
  Steward Partners Investment Solutions, Llc
  Clemson, SC

Previous Registrations

• 2019-11-25 → 2025-10-13
  Equitable Advisors, Llc
  Forest City, NC

Other Businesses

(1) Executor for father (2) Name of Business: Southern Wesleyan University; City/State: Central, SC; Activity Type: Board Member; Position/Title: Member, Board of Trustees; Investment-related: No; Start Date: 04/01/2017; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4; Description of duties: General governing board membership. No specific decision-making authority. (3) Name of Business: Carolina Care Innovative Group; City/State: Seneca, SC; Activity Type: Business Ownership; Position/Title: Owner & Consultant; Investment-related: No; Start Date: 04/01/2026; Hours per month devoted to this business: 4-10; Hours per month devoted to this business during trading hours: <4; Description of duties: Consult with health care, educational or other businesses on leadership skills development All decision-making authority and oversight Complete signature authority No reporting relationships. (4) Clemson University Book T. Smith Launchpad, 390 College Avenue, Clemson,SC29631, Operations Manager-Floater-Evenings, assist all users of the Launchpad, 02/19/2024, 150 HRS/MO DBA: Covenant Advisory Group

Exams

• S66 Uniform Combined State Law Examination
  2019-05-28

Other Names

• James Bross
• James Beverly Bross
• Jim Bross
• James Beverly Bross