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Jim Dee
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Finance
Consumer Services
Profile
Mr. James J.
Dee is a Wealth Advisor at First Capital Advisors Group LLC.
He has over 30 years of experience helping individuals, families and businesses maximize wealth.
Mr. Dee was previously employed as a Financial Advisor by Wachovia Corp.
and a Financial Planner by Wellesley Asset Management, Inc. He started his career in financial services after graduating Albright College at an investment banking and brokerage firm in the Washington DC area.
He received his undergraduate degree from Albright College.
Former positions of Jim Dee
| Companies | Position | End |
|---|---|---|
First Capital Advisors Group LLC
 First Capital Advisors Group LLC Investment ManagersFinance First Capital assists clients in building their wealth around understanding the client’s unique risk tolerance, goals and aspirations. | Portfolio Manager-Equities | 01/09/2023 |
Wellesley Asset Management, Inc.
 Wellesley Asset Management, Inc. Investment ManagersFinance WAM aims to maximize returns and protect client’s principal. The firm deploys absolute return strategies and invests predominantly in convertible bonds, synthetic convertible notes, convertible bond and corporate bond mutual funds and other convertible securities. They use fundamental analysis for their investment decisions. | Corporate Officer/Principal | - |
Wachovia Corp.
 Wachovia Corp. Major BanksFinance Provides commercial and retail banking services | Corporate Officer/Principal | - |
Training of Jim Dee
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Wachovia Corp.
Wachovia Corp. Major BanksFinance Provides commercial and retail banking services | Finance |
Albright College
 Albright College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wellesley Asset Management, Inc.
Wellesley Asset Management, Inc. Investment ManagersFinance WAM aims to maximize returns and protect client’s principal. The firm deploys absolute return strategies and invests predominantly in convertible bonds, synthetic convertible notes, convertible bond and corporate bond mutual funds and other convertible securities. They use fundamental analysis for their investment decisions. | Finance |
First Capital Advisors Group LLC
First Capital Advisors Group LLC Investment ManagersFinance First Capital assists clients in building their wealth around understanding the client’s unique risk tolerance, goals and aspirations. | Finance |
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