James Mcginley Jefferson

Current Employers

Employment History

• 01/2005 → Present
  Hilliard Lyons
  Bowling Green, KY
• 10/2019 → Present
  Robert W. Baird & Co. Incorporated
  Bowling Green, KY

Previous Registrations

• 2005-01-12 → 2019-10-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Bowling Green, KY
  Bowling Green, KY
• 2003-07-16 → 2004-07-30
  Bb&T Asset Management, Inc.
  Raleigh, NC

Other Businesses

Name/Address: Jefferson Family Holdings, LLC 1105 Cave Mill Rd Bowling Green KY 42104 Start Date: 6/30/23 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Owner/Member; Property Non Investment Related Name/Address: Christ Episcopal Church 1215 State Street Bowling Green KY 42101 Start date: 2020 Hours spent: 4 hours/month Hours spent during trading hours: Zero Role/Responsibility: Finance Committee Member & Investment Adviser Investment-related Name/Address: Inter-modal Transportation Authority 710 College St. Bowling Green KY 42101 Start Date: 2/1/13 Hours Spent: 0-2 hours/month Hours Spent During Trading:0-1 hours/month Role/Responsibility: Executive & Finance Committees Not Investment Related Name/Address: Salvation Army of Bowling Green, 400 W Main Ave, Bowling Green, KY 42101 Start date: 10/1/1999 Hours spent: 1-5/month Hours spent during trading Hours: 1-5/month Role/Responsibility: Advisory Board, Finance Committee, Exec. Committee, & Nominating Committee Member Not Investment related

Exams

• S66 Uniform Combined State Law Examination
  2003-07-14
• S65 Uniform Investment Adviser Law Examination
  1997-07-03
• S63 Uniform Securities Agent State Law Examination
  1995-02-28

Designations

Other Names

• Mal Jefferson
• Mac Jefferson