Jeremiah James

Associate, Private Client Services

Jeremiah is committed to excellent service and ensuring nothing slips through the cracks.

Joined Lido: 2023

Homebase: Dallas, TX

Professional Focus: Jeremiah is focused on earning clients’ trust and building relationships with them. He is motivated by the prospect of constant learning and growth.

EducationB.A., Law & Commerce, University of Oklahoma 

Previous Work HighlightsHe began his career as a Private Banker with Armstrong Bank, conducting financial reviews for business clients and advising clients on mortgage, education and personal loans. He then moved on to become Financial Associate for Adaptation Financial and GDS Wealth Management.

Personal FactsOutside of work, Jeremiah enjoys spending time with his family, watching sports, and reading books.

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