James Burleson
My blogs
| Gender | Male |
|---|---|
| Occupation | Managing Director, President, and Principal in the Investment Industry |
| Location | Petaluma, California, United States |
| Introduction | James Burleson has spent more than thirty years shaping a career that spans finance, entrepreneurship, and civic engagement. Recognized for his market insight and steady leadership, he has built businesses, guided investments, and supported ventures defined by innovation and long-term vision. Equally important is his lifelong commitment to philanthropy and service, which has remained a central part of his professional and personal journey. At just 24, James became one of the youngest seat holders and market makers on the Pacific Stock Exchange, quickly earning recognition for his precision and resilience. His peers elected him as the youngest-ever Chair of the Nominating Committee for the Board of Governors. He went on to hold senior roles with Letco LMM, Joseph D. Heard Jr. Inc., Premier Trading Group, and Charles Schwab, helping Letco grow until its sale to Toronto Dominion Bank in 2002. James’s deep knowledge of derivatives and trading strategy became a cornerstone of his expertise, forming the base for his entrepreneurial ventures. In 2004, he launched Burleson + Company, an independent advisory firm that grew to oversee nearly $800 million in assets. |