Jim, 69, holds a BA ('70) in Psychology/Sociology, MA ('75) in Experimental Psychology (both from Western Kentucky University). He has held the NASD Series 7, and currently holds the NASD Series 66, and AAMS (Accredited Asset Management Specialist) certification from the College of Financial Planning.
He spent 25 years in the high technology telecommunications industry primarily in sales/marketing executive management positions with firms such as Mobileway, Lucent Technologies, Octel Communications, Tigon Corporation, Shared Resource Exchange (SRX), and Inter-Tel Communications. Prior to forming Beacon Bay Asset Management LLC, he was founder and President of Beacon Bay Advisors In Dallas, TX. Jim began his financial endeavors with A.G. Edwards and Sons, as a Financial Consultant.
Jim and his wife Charlene live in Peoria, AZ. He manages the daily active positions of the clientele and is regarded as an excellent presenter, speaker, communicator, and extremely informed on global natural resources. His investment tools include both fundamental research and technical analysis.