James Henry Stevens

Current Employers

Employment History

• 02/2013 → 04/2021
  Raymond James & Associates, Inc.
  Jackson, MS
• 04/2021 → Present
  Magnolia Capital Advisors Llc
  Jackson, MS
• 08/2022 → Present
  Level Four Advisory Services
  Jackson, MS

Previous Registrations

• 2013-02-13 → 2021-04-08
  Raymond James & Associates, Inc.
  Jackson, MS
• 2011-06-30 → 2013-02-13
  Morgan Keegan & Company, Llc
  Jackson, MS
  Jackson, MS

Other Businesses

(1) B AND H LP ADDRESS: JACKSON, MS NATURE OF THE BUSINESS: BUSINESS OWNER POSITION/TITLE: PARTNER INVESTMENT RELATED:YES START DATE: 06/30/1999 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 1 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: ASSIST IN SELECTION OF INVESTMENT PURCHASES OF TRADED SECURIITES. BASIC RECORDKEEPING FOR TAX PREP. COMPANY EMPLOYEES OUTSIDED CONSULTANTS TO MANAGE TIMBER OPERATIONS. MY TWO RETIRED SISTERS ARE PARTNERS AND WILL ASSIST WITH THESE DUTIES. (2) J A BENTLEY LUMBER CO ADDRESS: JACKSON, MS NATURE OF THE BUSINESS: PERSONAL/PRIVATE INVESTMENT POSITION/TITLE: INVESTMENT RELATED:YES START DATE: 06/01/2005 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: PASSIVE PRIVATE SHAREHOLDER IN A FAMILY OWNED BUSINESS. RECEIVED SHARES DUE TO ESTATE PLANNING. NO INVOLVEMENT IN ANY EMPLOYMENT RELATED CAPICITY. (3) POPE FARM LLC ADDRESS: JACKSON, MS NATURE OF THE BUSINESS: AGRICULTURE/FARMING POSITION/TITLE: PARTNER INVESTMENT RELATED:NO START DATE: 10/17/2014 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 1 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: CO PARTNER WITH SISTERS ON FAMILY LAND RECEIVED FROM PARENTS FOR ESTATE PLANNING PURPOSES. FILING TAX RETURNS AND MINIMAL DAY TO DAY OPERATIONS. LAND IS MANAGED BY AN OUTSIDE FORRESTER. (4) BANKFIRST FINANCIAL ADDRESS: JACKSON, MS NATURE OF THE BUSINESS: PERSONAL/PRIVATE INVESTMENT POSITION/TITLE: INVESTMENT RELATED:YES START DATE: 08/31/2004 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: PRIVATE INVESTOR ONLY (5) CENTON BANCORP ADDRESS: JACKSON , MS NATURE OF THE BUSINESS: PERSONAL/PRIVATE INVESTMENT POSITION/TITLE: INVESTMENT RELATED:YES START DATE: 09/30/1997 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: PRIVATE INVESTOR IN A COMMUNITY BANK. RECEIVED SHARES AS A GIFT FROM MOTHER DUE TO ESTATE PLANNING. (6) BENTLEY GLENMORA LAND CO ADDRESS: JACKSON, MS NATURE OF THE BUSINESS: PERSONAL/PRIVATE INVESTMENT POSITION/TITLE: INVESTMENT RELATED:NO START DATE: 06/01/2005 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 0 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: PRIVATE SHAREHOLDER IN A PRIVATE FAMILY BUSINESS. SHARES WERE GIVEN TO ME DUE TO FAMILY ESTATE PLANNING

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-29
• S63 Uniform Securities Agent State Law Examination
  1990-07-30

Other Names

• Jim Stevens