J Earle Financial, LLC

Biography

J Earle Financial - LinkedIn Account

F Jordan Earle of J Earle Financial

Executive Summary

Commercial Banker, Company Founder, and Managing Director with over 25 years of experience in the financial services industry. Demonstrated leadership as a director on multiple foundation and non-profit boards, including grant writing support.

  • Business Development
  • Investment Portfolio Management
  • Loan Portfolio Management
  • Trust and Estate Administration
  • Tax Management
  • Budgeting and Forecasting
  • Strategic Management
  • Credit Analysis

Professional Experience

J Earle Financial, LLC | Greenville, SC
November 2017 – Present

CEO

  • Company founder and CEO
    • As independently appointed managing agent or fiduciary, coordinate and administer the myriad of financial and operational affairs for individuals, families, and self-directed personal trusts and estates
    • As probate appointed fiduciary, handle same duties as the managing agent except under direct oversight of the Probate Court
    • Administer family foundations and endowment relationships
    • Consult on fiduciary matters with legal counsel, accountants, financial advisors, and banks

Argent Trust Company | Greenville, SC
May 2013 – October 2016

Managing Director

  • Led the strategic integration of East Broad Trust Company into Argent Trust Company.
    • South Carolina market leader and subsidiary board member
    • Managed a $150 million portfolio of trust relationships
    • Responsible for business development
    • Coordinated branch budgeting and financial reporting to senior management

East Broad Trust Company | Greenville, SC
June 1999 – April 2013

CEO

  •  Organized and led from de novo start up to maturity and sale.
    • Raised $2 million in private equity from 25 shareholders
    • Grew assets under management from $0 to $175 million
    • Attained $1.2 million in annual revenues and achieved profitability
    • Expanded operations into second market location in Columbia, SC
    • Negotiated a favorable acquisition with Argent Financial Group

Branch Bank and Trust | Greenville, SC
October 1997 – May 1999

AVP

  •  Trust officer with administrative responsibilities for a $75 million portfolio.
    • Skilled in interpreting wills and trust agreements
    • Administered trusts and estates with complex tax and planning strategies

Branch Bank and Trust | Greenville, SC
September 1995 – September 1997

AVP

  • Loan officer with administrative responsibilities for a $100 million portfolio.
    • Skilled in developing and managing lines of credit, real estate construction loans, term loans, letters of credit, and Small Business Administration loans
    • Performed extensive financial statement analysis and due diligence

Military Service

SC ARMY National Guard | Greenville, SC
July 1982 – January 1991

Captain

  • Field Artillery trained officer.
    • Graduated from Field Artillery Officer Basic Course, Ft. Sill, OK
    • Honorable discharge at the rank of Captain in 1991

Education

Masters of Business Administration (MBA), 1989
Wake Forest University/Babcock School of Management – Winston Salem, NC

BS Business Administration, 1982
The Citadel – Charleston, SC


Professional Development

Certified Trust and Financial Advisor (CTFA), 2019
Designation Conferred – Met Prescribed Standards of Education and Competency

Certificate of Completion, 1998
American Bankers Association Trust School – Northwestern University

Certificate of Completion, 1993
Chamber of Commerce Leadership Greenville


Professional and Community Service

Christ Church Episcopal

Vestry 2019-Present; 1996-1999; Financial Committee 2016-2019; Outreach Chair 1995-1997

Greenville Estate Planning Council
President 2006; VP 2005; Treasurer 2004

Safe Harbor
Chair Finance Committee 2017-Present

Greenville SC Zoo Foundation
Trustee President 2008

United Ministries
Board President 1997