An undergraduate & graduate in Finance from the University of Central Florida and Nova Southeastern, I started my career with an entry level position at First Union Bank in 1998 where I received my security licenses. After a short 18 month career with First Union, I was recruited by Huntington Bank to be their East Coast regional manager responsible for branch production, investment training, client relationships, branch audits, and community development. In 2001 I took an opportunity with a proprietary trading company and spend several months on wall street learning technical analysis and market trend analysis with some of the best traders in the world. After complex study and a proven success as a market technician, I launched my company Sterling Capital management in 2002. Services include Registered Investment Advisory, fee-based portfolio management, estate planning, Trust design, 401k & 403B planning, and insurance. SterlingAdvisor.com is an affiliate of Sterling Capital Management, Inc. which is a Registered Investment Advisory firm. Sterling Advisor’s main focus is retirement portfolio management through its partnership with fortune 500 company Paychex and individual wealth management through E*trade Institutional platform.

Sterling Advisor

Sterling Advisor

Jim received his B.S. from Georgia State University in 1994, and also received training at  Harvard.  He started work for Bank of America after graduation as an operations analyst.  In 1997, he left the corporate world to become an entrepreneur and owned several businesses along the way until 2004 when he went to work in the oil industry as an analyst.  In 2006, Jim was approached by Scott Mason and was offered the opportunity to get his securities licenses and represent Sterling Capital Management in the Atlanta market. Benefiting from his experience analyzing the oil market, Jim has made a smooth transition to technical analysis and market trend analysis under the tutelage of Scott.  Jim has a true passion for serving his clients and takes pride in finding the best fit for their investment needs.  He resides in Alpharetta, Georgia his wife (a labor and employment attorney) and daughter.

Sterling Advisor

Sterling Advisor

Sterling Advisor

Sterling Advisor

Jesse began his career in the Financial Services industry in 2000 after graduating with a degree in Business Administration from the University of Central Florida. Jesse has held positions as Sales Manager, Branch Manager, and Assistant Vice President with both Huntington National Bank and SunTrust Bank. In 2003 he joined CNLBank, a small private bank headquartered in Orlando, FL with a focus on high net worth individuals, and held the position of Assistant Vice President until 2007. It was at this time that Jesse joined Sterling Capital Management to take on the roll as the Vice President of Investments for SCM. Jesse currently holds his Florida Department of Insurance Life and Variable Annuity License as well as the NASD series 6 and 63 designations. Jesse also volunteers a great amount of his time to various non-profit boards in Central Florida and is active in coaching youth sports- baseball, football and basketball.