Director · Guidestone Investment Services
James M. Coursey
CRD 7630856 · Named on Form ADV at one SEC-registered adviser
At a glance
Guidestone Investment Services, an SEC-registered asset manager based in Dallas, TX with $3.9 billion in regulatory assets, lists James M. Coursey on its Form ADV as Director, a control person.
Firms and roles
- Guidestone Investment ServicesDirectorAsset manager · Dallas, TX · $3.9B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (9)
- Matthew A. WolfeVice President - Legal, Guidestone Investment Services
- Brandon S. PizzurroPresident and Chief Investment Officer, Guidestone Investment Services
- Bret A. CurleeVice President - Investment Services, Guidestone Investment Services
- Erin A. WynneTreasurer, Guidestone Investment Services
- Camila Azeredo Will PinhoChief Compliance Officer, Guidestone Investment Services
4 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.