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John James

John James

Senior Financial Advisor

John James is an experienced financial professional with expertise in assisting families with retirement planning, college funding, and managing their investment portfolios. John also works with small business owners to provide benefits for their employees.

John is alumnus of Morehouse College, where he graduated with a Bachelor of Science degree in
Computer Science. John also earned a Masters in Business Administration from Georgia Tech with
concentrations in Finance and Information Technology.

Licenses & Affiliations

  • Life and Health Series 7, 65 (DC, FL, GA, MD and VA)
  • National Black MBA Association, Past President – DC Chapter