James Patrick Clarke

Current Employers

Employment History

• 04/1981 → Present
  Metropolitan Division Of Assessments
  Nashville, TN
• 05/1987 → Present
  Morgan Keegan & Company, Inc.
  Nashville, TN
• 10/1999 → 07/2018
  J.J.B. Hilliard, W.L. Lyons, Inc.
  Nashville, TN
• 07/2018 → 10/2018
  Jjb Hilliard Wl Lyons Llc
  Louisville, KY
• 10/2018 → Present
  Jjb Hilliard Wl Lyons Llc
  Nashville, TN
• 10/2019 → Present
  Robert W. Baird & Co. Incorporated
  Nashville, TN

Previous Registrations

• 2004-03-30 → 2019-10-18
  J.J.B. Hilliard, W.L. Lyons, Llc
  Nashville, TN
  Nashville, TN

Other Businesses

Name/Address: Brookside Veridian Lexington Apts, 2002 Richard Jones Rd Nashville TN 37215 Start date: 7/1/2021 Hours spent: 0/mo. Hours spent during trading Hours: None Role/Responsibility: LLC Limited Partner of apartment complex in Hurstbourne District, collect rent checks Not Investment-Related Name/Address: Brookside Smyrna LLC, 2002 Richard Jones Rd, Nashville TN 37215 Start date: 6/15/2020 Hours spent: Less than 1/mo. Hours spent during trading Hours: None Role/Responsibility: LLC Limited Partner Not Investment-Related Name/Address: Brookside Properties, 2002 Richard Jones Rd, Nashville TN 37215 Start date: 5/31/2017 Hours spent: Less than 1/mo. Hours spent during trading Hours: None Role/Responsibility: 1% Limited Partner of apartment complex in Hurstbourne District, collect rent checks Not Investment-Related Name/Address: Sertoma Club of Nashville, PO BOX 282486 Nashville TN 37228 Start date: 7/2016 Hours spent: 1 hr/month Hours spent during trading Hours: 1/month Role/Responsibility: 1 of 5 members monitoring endowments & investment performance Investment-Related Name/Address: Alabama Apartment Partners, 2002 Richard Jones Rd Nashville TN 37215 Start date: 8/2013 Hours spent: 0/mo. Hours spent during trading Hours: None Role/Responsibility: Limited Partner Not Investment related Name/Address: Views of Brentwood Apts, 725 Darden Place, Nashville TN 37205 Start date: 7/31/2012 Hours spent: 0/mo. Hours spent during trading Hours: None Role/Responsibility: Limited Partner Not Investment related Name/Address: Community Foundation of Middle Tennessee, 3833 Cleghorn Ave Nashville TN 37215 Start date: 10/2001 Hours spent: 1 hr/mo. Hours spent during trading Hours: 1 hr/mo. Role/Responsibility: Donor Advisor. Foundation donates to charities & non-profits. Volunteer by recommending grants. Investment-Related Name/Address: Guardianship and Trust Company 95 White Bridge Rd Nashville TN 37025 Start Date: 10/6/93 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: Board member, Investment committee Investment Related Name/Address: Co-Executor on Estate of Carl August Grote III, 108 Clarendon Ave, Nashville TN 37205 Start date: 1/2009 Hours spent: 0/mo. Hours spent during trading Hours: None Role/Responsibility: Fiduciary Appointment; Co-Executor Not Investment related TRUSTEE OF MY COUSINS TRUST. THE TRUSTEE SHALL HOLD, MANAGE, AND INVEST THE TRUST PROPERTY FOR MY COUSIN PER MY UNCLE'S REQUEST. CURRENTLY WE ARE PAYING FOR A LIFE INSURANCE POLICY ON MY UNCLE'S LIFE THAT WILL FUND IT WHEN HE DIES. SUCCESSOR EXECUTOR ON FRIEND'S ESTATE, INVEST-RELATED, 9/1/2008, ZERO HRS/MONTH, ZERO HRS DURING TRADING HRS. TRUSTEE FOR RELATIVE'S TRUST, INVESTMENT-RELATED, LESS THAN AN HR/MONTH (NOT MUCH TIME AT ALL) AND 0 HRS/MONTH DURING TRADING HRS, DUTIES INCLUDE REINVEST WHEN NEEDED AND WATCH OVER ACCOUNT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-06-04
• S63 Uniform Securities Agent State Law Examination
  1982-05-19

Other Names

• Patrick Clarke
• Pat Clarke