Jim Mooney to lead Baptist foundation’s investments
    February 19 2016 by Leigh Anne Bowick, Southern Baptist Foundation

    Jim Mooney has joined the Southern Baptist Foundation as vice president of investments, with responsibilities for development, maintenance and oversight of entity’s investments and its investment managers.
    Mooney, 47, comes to the foundation with 20-plus years in the investment field, specializing in market analysis, manager research, portfolio management, and asset allocation.


    Jim Mooney

    Prior to joining the Southern Baptist Foundation, Mooney was a research analyst conducting asset class and manager research for The Bogdahn Group in Orlando, Fla.
    He previously worked with several firms in Memphis, Tenn.: GAVION, LLC; First Data Corporation; FTN Financial; Strategic Financial Partners; and Raymond James. He also was the district executive for the Boy Scouts of America’s Chickasaw Council in Memphis from 1995-97.
    Mooney holds a business administration degree in finance from the University of Memphis and has been licensed with the National Association of Security Dealers.
    Mooney, in looking forward to his work with Southern Baptists, said, “The opportunity to work at the Foundation provides me the chance to apply my professional work experience in a role that has a direct impact on those that are serving in ministry positions.”
    He and his wife Melissa have two children.
    The Southern Baptist Foundation,(sbfdn.org), was established in 1947 to provide investment and estate planning services, including trusts, wills, deeds, gift annuities and donor advised funds, to assist individuals and ministries in discerning God’s purposes for the resources He has entrusted to them.
    (EDITOR’S NOTE – Leigh Ann Bowick is director of communications with the Southern Baptist Foundation.)

    2/19/2016 11:48:09 AM by Leigh Anne Bowick, Southern Baptist Foundation | with 1 comments
    Filed under: Jim Mooney, Southern Baptist Foundation

Brokerage Person
As someone who works in the brokerage and investment industry, this person's background concerns me. The NASD has not existed since 2007 when it changed to FINRA. He is not found as a past financial advisor on FINRA's Broker Check. He was a "research analyst" at a firm that seems to be an RIA which means they are not regulated and overseen by the SEC. Is he licensed and held to FINRA and state compliance and CE standards? These are the questions that should be answered before entrusting someone who was just a research analyst to a considerable amount of money.
2/19/2016 12:57:54 PM

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