James Russell Magbee

Current Employers

Employment History

• 12/2010 → Present
  Raymond James Financial Services,Inc
  Atlanta, GA
• 03/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Brunswick, GA
• 04/2012 → 06/2019
  Champion & Magbee Financial Services
  Saint Simons Island, GA
• 03/2013 → Present
  Reno Wealth Management
  Saint Simons Island, GA

Previous Registrations

• 2001-08-27 → 2002-09-03
  Manning & Napier Advisors, Llc
  Atlanta, GA
• 2001-08-27 → 2002-07-01
  Manning & Napier Advisory Advantage Company, Llc
  Atlanta, GA

Other Businesses

(1)Name of Business: Champion & Magbee Financial Services Address: 3600 Frederica Rd Ste 6, Saint Simons Island, GA, 31522, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/31/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing partner and owner. OSJ for the office. (2)Name of Business: Oglethorpe University, Atlanta, Georgia Address: 313 Yacht Club Ln, Saint Simons Island, GA, 31522, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Finance/Investment Committee Member, Executive Member, Committee Member Investment Related: Yes Start Date: 06/16/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Additional activity:\nI have been asked to serve on the executive committee as well as serve as the Treasurer. I will not have any authority for signing on any financial accounts but as Treasurer, I will sign the form 990. This will require a phone call board meeting every 6-8 weeks in a addition to the current 3 Board meetings per year. I will continue to lead the endowment sub-committee as well as serve on the fiscal affairs committee. (3)Name of Business: Reno Real Estate LLC Address: 3600 Frederica Rd Ste 6, Saint Simons Island, GA, 31522, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 05/05/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a passive real estate entity that will own the location for our new office on St. Simons Island which I purchased under the above named LLC. (4)Name of Business: Reno Wealth Management Address: 3600 Frederica Rd Ste 6, Saint Simons Island, GA, 31522, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC for tax and expense purposes (5)Name of Business: Wesley Church at Frederica Address: 6520Frederica Rd,, Saint Simons Island, GA, 31522, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 09/18/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: advise on pledge strategy follow up on membership pledge activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-19
• S63 Uniform Securities Agent State Law Examination
  1991-11-27