Profil
Mr. James W.
Poats is a Vice President at Pettyjohn, Wood & White, Inc. He has over 33 years of experience in the financial services industry.
Prior to joining the firm, he worked for Wheat, First Securities, Inc. for 5 years.
A 1975 graduate of The University of Virginia’s McIntire School of Commerce, Mr. Poats currently serves on the board of The Summit, The Center for Economic Education and is a trustee and board member of First Christian Church.
Anciens postes connus de Jim Poats
| Sociétés | Poste | Fin |
|---|---|---|
Pettyjohn, Wood & White, Inc.
 Pettyjohn, Wood & White, Inc. Investment ManagersFinance Pettyjohn, Wood & White, Inc. (PWW) is a SEC-registered investment advisor headquartered in Lynchburg, Virginia. The firm was initially formed as The Pettyjohn Co. in 1978 by the late Clunet H. Pettyjohn, Jr. They were acquired by Gorham “Bunny” Wood and Charles B. White in 2012. Mr. Wood and Mr. White were the founding principals and owners of the Lynchburg-based investment advisory firm of Wood & White Investment Advisors LLC (Wood & White). In 2014, the operations of Wood & White were merged into The Pettyjohn Co., Inc. and the combined firm was renamed Pettyjohn, Wood & White, Inc. The firm became wholly owned by Bank of the James Financial Group, Inc. (NASDAQ: BOTJ) in 2021. PWW specializes in customized portfolio management mainly for individuals and families, retirement plans, trusts, estates and foundations. | Gestionnaire de Portefeuille-Actions | 06/04/2021 |
| Wheat First Securities, Inc. | Corporate Officer/Principal | - |
Formation de Jim Poats
| McIntire School of Commerce | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Pettyjohn, Wood & White, Inc.
Pettyjohn, Wood & White, Inc. Investment ManagersFinance Pettyjohn, Wood & White, Inc. (PWW) is a SEC-registered investment advisor headquartered in Lynchburg, Virginia. The firm was initially formed as The Pettyjohn Co. in 1978 by the late Clunet H. Pettyjohn, Jr. They were acquired by Gorham “Bunny” Wood and Charles B. White in 2012. Mr. Wood and Mr. White were the founding principals and owners of the Lynchburg-based investment advisory firm of Wood & White Investment Advisors LLC (Wood & White). In 2014, the operations of Wood & White were merged into The Pettyjohn Co., Inc. and the combined firm was renamed Pettyjohn, Wood & White, Inc. The firm became wholly owned by Bank of the James Financial Group, Inc. (NASDAQ: BOTJ) in 2021. PWW specializes in customized portfolio management mainly for individuals and families, retirement plans, trusts, estates and foundations. | Finance |
| Wheat First Securities, Inc. | Finance |
