Services: Tax, Accounting, Business Consulting, Wealth Management
Industry Specialization
Wealth Management, Closely-held/family business planning
Professional Overview
James enjoys providing accounting, tax and wealth management advisory services to individuals and businesses. James joined JamisonMoneyFarmer as a shareholder in 2014 after 16 plus years at Jessup, Ingram, Burns & Associates, the last six of which was as a partner. James has been a member of Capstone Wealth Management since 2004.
Education, Credentials and Special Training
B.S., Accounting & Finance, University of Alabama
Certified Public Accountant – Alabama
Professional Affiliations
American Institute of Certified Public Accountants
Alabama Society of Certified Public Accountants
Member, Certified Financial Planner Board of Standards, Inc.
Civic and Community Activities
Board Member and Treasurer, Hospice of West Alabama
Board Member and Treasurer, Tuscaloosa County Preservation Society
Treasurer and Past Vestry Member, Christ Episcopal Church
Past Treasurer, Rotary District 6860
Member and Past President, Rotary Club of Tuscaloosa – Morning
Past President, Tuscaloosa Chapter of Alabama Society of CPAs
Leadership Tuscaloosa Graduate, 2009