Jimmy Harper

VP of Business Development

Jimmy has more than 25 years of expertise within the financial services sector and has been a prominent presenter at seminars. Prior to this, he served as a Director at a large asset management firm. Presently, Jimmy maintains licenses for series 7, 66 & 63.

His educational background includes a BBA with a specialization in Finance from Texas State University, as well as completion of the Energy Certificate Program at the University of Texas. Additionally, Jimmy holds the Certified Investment Management Analyst (CIMA) designation conferred by the Wharton School of Business.

Born and raised in Houston, Jimmy finds enjoys golfing and spending time with his three children.