James Granger Kress

Current Employers

Employment History

• 03/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 09/2019 → 06/2020
  Kforce Inc
  Reston, VA
• 06/2020 → 01/2021
  Bearfoot Ventures
  Tysons Corner, VA
• 02/2021 → 12/2021
  Questel
  Alexandria, VA
• 01/2022 → 02/2023
  Bloomberg Industry Group
  Arlington, VA
• 08/2015 → 08/2019
  Miami University
  Oxford, OH
• 06/2018 → 08/2018
  Purple Strategies Llc
  Alexandria, VA
• 07/2023 → Present
  Bank Of America, N.A.
  Vienna, VA

Other Businesses

I*: 2175314 Entity Type: Business or Industry Organization Name of OBA: Association for Corporate Growth Address: Mclean, VA 22102 Investment Related: No Position, Title, Association: Committee Employee Start Date: Jan 27, 2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Vote on GovCon Companies that had the best deals between $25-$75 Million. I*4502273 Entity Type: For Profit Name of OBA: EPI Washington DC Address: Westlake, Ohio, 44145 Investment Related: No Position, Title, Association: Other Employee Start Date: 05/07/2026 Number of Hours: 1, Monthly Number of Hours during trading: 1, Monthly Duties: The Exit Planning Institute (EPI) is a professional organization dedicated to helping business owners plan and execute successful exits that maximize company value and personal wealth. It is best known for its Certified Exit Planning Advisor (CEPA®) designation, which provides advisors with a value-acceleration, multidisciplinary framework for exit and succession planning. I am supposed to greet and make new members feel welcome. My role is Co-Chair of New Members

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-04
• S63 Uniform Securities Agent State Law Examination
  2023-11-16