Balanced
Equity
Market Neutral
Micro Cap
Small Cap
Mid Cap
Fixed Income
Marketing
Investment Committee |  Research / Marketing |  Operations / Administration
 
Jeff Battles, MSIN, CMFC,
Joined James Investment Research in August 03 as Director of Marketing. He draws on 26 years of experience in the financial services industry.

After graduating from Georgetown University with a bachelor’s degree in economics, Jeff began his career as a stockbroker, eventually rising to NYSE branch manager, regional sales manager, chief compliance officer and registered investment advisor. Switching to the bank channel, he directed the Washington, D.C. division of a national bank securities program as a supervisory principal, and most recently created national press opportunities for mutual fund executives.

Jeff has served as an NASD industry arbitrator since 1989 and earned his M.S. degree in information management from Marymount University, Arlington VA, in 1999.

Jeff Battles
Jeff Battles, MSIN, CMFC
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Diane Rose
Diane Rose
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Michelle Sarmiento
Michelle Sarmiento, MBA
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Trent Dysert
Trent Dysert
Research
Fall Ainina
Fall Ainina, Ph.D
Research
 
 


James News

Oct 17, 2008
Weathering the Storm

Click Here To Read (.pdf)
Sep 18, 2008
Global Impact of the Financial Crisis Interview with Dr. Frank James

Click Here To Listen (.mp3)