James R. Talton III

Principal,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Jimmy Talton is a wealth management financial advisor based in Raleigh, NC.

Jimmy joined CAPTRUST in 1997 as principal and financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. Prior to joining the firm, Jimmy worked at Interstate Johnson Lane’s investment consulting group and has worked in the industry since 1989.

Education

  • Bachelor of Science degree in business administration from Clemson University
  • Master of Business Administration from the University of Florida

Memberships

  • Board of Directors, Communities in Schools of Wake County

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Raleigh)

Resources

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