Stephen James

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

CompanyDateNumber of sharesValuationValuation date
04/01/2024 28,372,672 ( 11.76% ) 12 M $ 31/05/2024
15/11/2022 15,407,764 ( 3.69% ) 3 M $ 31/05/2024
03/03/2023 10,964,439 ( 5.63% ) 984 387 $ 31/05/2024

Stephen James active positions

CompaniesPositionStart
Chief Executive Officer 01/01/2010
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