With over 36 years investment experience, Jim began his career as a Financial Consultant with Merrill Lynch and Stifel Nicolaus in St. Louis. Later he became Chief Investment Officer for Clayton Asset Management and Clayton Equity Partners hedge fund. He joined Sterling Bank in 2001 and became a Senior Vice President and Manager of Sterling Bank’s Private Client Services. Today, he serves as Managing Director and Co-Chief Investment Officer of Carlton, Hofferkamp and Jenks Wealth Management.
Jim has been nationally recognized for outstanding customer service and productivity and has been named a Five Star Wealth Manager ranking him in the top 2% of investment advisors in overall client satisfaction.
“Investing isn’t about beating others at their game. It’s about controlling yourself at your own game.” Benjamin Graham