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James R. Talton, III

James R. Talton, III

Principal,
Financial Advisor

  • Born in Greenville, NC and grew up in Greenville, SC
  • The Bible, The Travelers Gift | Pride and Prejudice and Braveheart
  • Jesus Christ, Jack Nicklaus, and George Bush
  • The truth will set you free, Honesty is the best policy and why not the Rams?
  • Sense of humor, honesty, integrity, and sincerity

Financial Advisors

Jimmy is a retirement plan advisor based out of Raleigh, NC.

Jimmy joined CAPTRUST in 1997 as principal, 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

Industry Designations

  • NAPA Top DC Advisor Teams | 2019 (CAPTRUST Raleigh)

Memberships

  • Board of Directors, Communities in Schools of Wake County
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