Krannert Executive Forum - Jim Longstreth
Friday, September 15, 2017
Jim is a highly experienced professional with a quarter of a century experience. Jim is based at Noyes’ Indianapolis, IN office. As branch manager and Indiana market leader, he reports directly to Mark Damer, President and Chief Executive Officer.
Jim joins Noyes from Wells Fargo Advisors. There, as Branch Manager of the Indianapolis Office, he spearheaded the reorganization of acquired branches and their harmonization with the firm’s financial advisors.
Jim’s focus is on recruiting and acquisitions, while providing Noyes’ advisors with the support, services and culture that empowers them to deliver industry leading wealth advice to their clients.
Jim began his financial advisor career at Shearson Lehman Brothers. After that, he served as Complex Manager, First Vice President at Prudential Securities, Senior Managing Director and Chief Operation Officer at Fulcrum Holdings, LLC, and Managing Director at MetLife/New England Financial in Indianapolis.
Jim earned a Bachelor of Art in Communications from Purdue University, West Lafayette, Indiana. In addition to being a State of Indiana Licensed Life & Health Insurance Agent and a Licensed Professional Business Coach, he holds FINRA Licenses Series 3, 5, 7, 8, 15, 24, 28, 63 and 65. He sits on the board of Legacy Fund of Hamilton County; is a Finance Committee Member of Central Indiana Community Foundation; and former Chairman of the Advisory Board of the America Red Cross of Greater Indianapolis.Event Website