CALIFORNIA CONSUMER - Key Persons

Job Titles:

• Cofounder
• Financial Advisor

Ben focuses on portfolio management, financial planning and microcap investing. Prior to co-founding Deupree James Wealth Management, he worked at Merrill Lynch for over a decade where he managed money for his team and others as a Senior Portfolio Manager. As a Certified Investment Management Analyst® (two percent of investors hold this certification), Ben completed three years of investing experience and passed two levels of certification exams (the average first-time pass rate is below 60 percent). Additionally, he attended and completed MIT Sloan School Executive Education coursework for Investment Management Theory and Practice. Graduating summa cum laude from Louisiana Tech University with a bachelor's degree, Ben later earned a master's degree from the University of Florida. When he's not at the office, he serves on the Care Pregnancy Center board and volunteers at the Shreveport Little League. In his free time, he enjoys spending time with his wife, Stephanie, and their four children. Benjamin Ryan James is registered to do business in AL, AR, CA, CO, DC, FL, GA, IL, KS, KY, LA, MD, ME, MN, MO, MS, NC, ND, NJ, NY, OH, OK, OR, PA, TN, TX, VA, WA and WV.

Job Titles:

• Registered Administrative Representative

Job Titles:

• Cofounder
• Financial Advisor
• Portfolio Manager

After working at Merrill Lynch for almost three decades, Scott and his partner, Ben James, decided to break off and form their very own privately-held and independent advisory firm to provide their clients with a broader range of financial advice and solutions. Scott serves as a portfolio manager, offering personalized and defined strategies to achieve your investment objectives. Outside of work, Scott is a Volunteers of America (Northern Louisiana) board member and a former senior warden of the Vestry of St. Mark's Episcopal Cathedral. In his free time he enjoys mentoring students at Centenary College and spending time with his wife, Renee, and their two children, Ellis and Anne. A Shreveport, LA native, he obtained his finance degree from Louisiana State University. Scott L. Deupree is registered to do business in AL, AR, CA, CO, DC, FL, GA, IL, KS, KY, LA, MD, ME, MN, MO, MS, NC, NJ, NY, OH, OK, OR, PA, TN, TX, VA, WA and WV.

Job Titles:

• Operations Manager

Susan joined Deupree James Wealth Management in 2010 with an accounting degree from Louisiana State University. Outside of work, she enjoys spending time with her husband, Garrett, their children, Karl and Ivey, and their cats, Ringo and Grouchetta.