Joseph (Joe) James III CFP®, CTFA

Agency Supervisory Officer

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

I have many years’ experience in financial services starting in 1993 at American Funds followed by Bank United Securities, SWBC, Security Service Investment Group (FCU), Money Managers, Inc. and USAA. I served in the Army National Guard for 14 years, where I became a pilot flying UH-1H (Huey) helicopters and commanded an aviation maintenance company. I am a graduate of Marion Military Institute (AA), recipient of a Reserve Component Scholarship and UT San Antonio (BBA). In 2013, I completed the IC2 Innovation Certification Course at the University of Texas. Married in 1991, my wife and I have one daughter who is currently attending college. I am a son of a World War II veteran and have lived in six states and one foreign country. I moved to San Antonio in 1977. I enjoy spending time with his wife and daughter, volunteering at Community Bible Church, scuba diving, traveling and hiking. When I’m not spending time with my family, I enjoy training as a competitive swimmer. I also enjoy a good glass of wine or a good beer.


Check the background of this investment professional on FINRA's BrokerCheck