Jim Longstreth joins Thurston Springer in the newly created role, Director of Advisor Services. Jim comes to the firm with significant industry experience. Starting his career as a financial advisor over 30 years ago, Jim has assembled and grown units in Investment Banking, Corporate Finance, Capital Markets Trading, Institutional Sales, and Retail Wealth Management. He has also worked for several large multi-national firms such as Wells Fargo Advisors, MetLife, Shearson Lehman Brothers as well as large regional brokers and advisors like PNC Investments. Jim and wife Gigi have two adult daughters and two sons. Jim graduated from Purdue University earning a bachelor’s degree.
Jim holds or has held the following Licenses
Series 3 National Commodities Futures Representative
Series 7 General Securities NYSE/FINRA Registered Representative
Series 24 General Securities Principal
Series 63 Uniform Securities Agent
Series 65 Investment Advisor Representative Law Exam
Indiana Life & Health Insurance, Variable Annuities