3 weeks ago
CAPTRUST Ranks #6 on Best Places to Work List
The Triangle Business Journal recently announced its Best Places to...
- With CAPTRUST Since 1997
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
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 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
Industry Designations
- NAPA Top DC Advisor Teams | 2019 (CAPTRUST Raleigh)
Memberships
- Board of Directors, Communities in Schools of Wake County
News & Resources
Announcements
Announcements
1 month ago
CAPTRUST Community Foundation Donates $510,000 to 56 Charities
The CAPTRUST Community Foundation (CCF), a CAPTRUST employee-run 501(c)(3) foundation...
Resources
2 months ago
Dueling Narratives
In the July installment of CAPTRUST’s Investment Strategy, Sam Kirby...
Announcements
2 months ago
CAPTRUST Named Largest RIA for Sixth Consecutive Year
CAPTRUST has been named the largest registered investment advisor (RIA)...
