Email

LinkedIn

James M. Pettus, III

Senior Vice President

CTFA
Series 6, 7, 24, 53, 63 & 65 Security Licenses
B.B.A. (Finance & International Business), University of Texas at Austin

James has been with the company since 2004. His responsibilities include oversight of the Corpus Christi office, client service and business development in South Texas. He sits on the firm’s Investment Committee and the Trust Management Committee. He has been a shareholder since 2005.

James has been in the financial service industry since 1991. His career began as a financial analyst, progressing to the position of portfolio manager of Latin American and Emerging Markets common trust funds at Eagle Management and Trust in Houston, Texas. Upon his return to Corpus Christi in 1997, he became a broker and helped individuals and small businesses with investments, including retirement and college planning. Just prior to joining the company, Mr. Pettus had successfully run his own broker-dealer firm with two other partners. He holds several securities licenses including the Series 6, 7, 24, 53, 63 and 65 Licenses.

James has a Bachelor of Business Administration in Finance and International Business from The University of Texas at Austin. Mr. Pettus is active in the community and sits on the board on several non-profit organizations.

Corpus Christi

800 North Shoreline Blvd. Suite 1701 S, Corpus Christi, TX 78401

(361) 881-8222

800 North Shoreline Blvd. Suite 1701 S, Corpus Christi, TX 78401

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

READ MORE
Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

READ MORE

Latest News & Resources

Insights

The Morning View: April 10, 2024

The Morning View: April 10, 2024

In this morning’s data, the headline Consumer Price Index (CPI) increased 0.4% in March, more than expected and grew 3.5% on an annual basis, three-tenths above the annualized figure from the previous month. Monthly prices for Gasoline, up 1.7%, and Transportation...

Market Update-April 2024

Market Update-April 2024

First Quarter Market Recap In the first three months of 2024, the U.S. economy remained resilient despite short-term rates sitting near 20-year highs. The continued strength in the labor market, better-than-anticipated corporate earnings, and an anticipated forecast...

Retirement Times April 2024 Newsletter

Retirement Times April 2024 Newsletter

April 2024 This month's Retirement Times discusses the following: Help Participants Avoid These TDF Missteps Beyond Compliance: Make Every Comm Count The Resurgence of the Automatic IRA Act Participant Corner: Tax Tips to Maximize Retirement Savings Download the...

Interested in speaking with

one of our experts?

Share This