James Duke, CFA

Investment Advisor

James oversees Green Square’s trading platform, rebalancing & reconstituting portfolios as needed and implementing asset allocation changes for the practice. He also maintains Green Square’s performance reporting database, Black Diamond. James joined Green Square in 2016 and previously worked with United States Senator Bob Corker while in college. James received his Bachelor of Science degree in Business Administration from the Haslam College of Business at the University of Tennessee, Knoxville. He is a CFA charterholder and is a member of the CFA Institute and the CFA Society of Memphis. He also holds his Series 65 License.

James Duke

What can we help you with?

Contact us today.

Green Square Wealth Management



949 S Shady Grove Rd, Suite 401

Memphis, TN 38120


Legal & Privacy
Web Accessibility Policy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
©2024 Hightower Advisors. All Rights Reserved.