Memphis, TN Office

Team
Updated today

Client AUM

$20,732,342,244

Clients

53,863

Advisors

2

Of 540 advisors across 185 offices

Location

Memphis TN

Advisors at this office

2

Advisors at this office

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James A

Series 63, Series 65

Memphis, TN

&PARTNERS

James Anderson is a financial advisor with &Partners in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wileybros Aintree Capital LLC and Wells Fargo Advisors, each spanning six years. Outside of finance, he is involved in house restoration and sale through co-ownership of ADERPREST LLC and co-owns a motel business, Hollandale Studio Rentals LLC. &Partners serves a diverse client base that includes individual and institutional investors such as retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm provides a range of services including investment advisory, brokerage, financial planning, ERISA consulting, and investment banking, utilizing both proprietary and third-party investment strategies supported by the Envestnet platform.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Zemetria P

Series 66, Series 63

Memphis, TN

&PARTNERS

Zemetria Payne is a financial advisor at &PARTNERS with 10 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both advisory and brokerage services, employing a mix of proprietary models and third-party management solutions across fundamental, technical, and quantitative strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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