![Stephen James](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Stephen James
Chief Executive Officer at JM Financial Group Ltd.
Net worth: 16 M $ as of 31/05/2024
Profile
Mr. Stephen James is a Managing Director at JM Financial Group Ltd.
He joined JMFG in 1999 as head of its share advisory division, with responsibility for building up the advisory team as well as assisting with developing the strategic direction of the firm.
During his time in this role, Mr. James managed share portfolios for a range of private and corporate investors, and provided investment and corporate advice.
In 2010, he launched a successful takeover bid for the company and joined the board as Managing Director and Chief Investment Officer.
He is primarily responsible for managing client share portfolios.
Mr. James commenced his career as a junior clerk at Melbourne stockbroker Roach Tilley Grice and Co. He was then appointed to the position of Operator at Bell Potter Securities, later forming part of its inaugural share advisory team.
He subsequently held various advisory roles at McIntosh Securities and Merrill Lynch where he became a Senior Vice President of its Australian operations.
He holds a Bachelor of Science degree from the University of Melbourne.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
MACH7 TECHNOLOGIES LTD.
11.76% | 04/01/2024 | 28,372,672 ( 11.76% ) | 12 M $ | 31/05/2024 |
CREDIT CLEAR LIMITED
3.69% | 15/11/2022 | 15,407,764 ( 3.69% ) | 3 M $ | 31/05/2024 |
ELEMENTOS LIMITED
5.63% | 03/03/2023 | 10,964,439 ( 5.63% ) | 984 387 $ | 31/05/2024 |
Stephen James active positions
Companies | Position | Start |
---|---|---|
JM Financial Group Ltd.
![]() JM Financial Group Ltd. Investment ManagersFinance JM Financial Group Ltd. (JMFG) is an independent wealth management firm headquartered in Melbourne, Australia. The firm was founded by Nimesh Kampani in 1991. JMFG provides investment management and portfolio administration services to retail and wholesale investors. | Chief Executive Officer | 01/01/2010 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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JM Financial Group Ltd.
![]() JM Financial Group Ltd. Investment ManagersFinance JM Financial Group Ltd. (JMFG) is an independent wealth management firm headquartered in Melbourne, Australia. The firm was founded by Nimesh Kampani in 1991. JMFG provides investment management and portfolio administration services to retail and wholesale investors. | Finance |
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