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Jim Carlton

Managing Director and Co-Chief Investment Officer

Carlton Hofferkamp & Jenks Wealth Management LLC

United States, Texas, Houston

About Me

With over 36 years investment experience, Jim began his career as a Financial Consultant with Merrill Lynch and Stifel Nicolaus in St. Louis. Later he became Chief Investment Officer for Clayton Asset Management and Clayton Equity Partners hedge fund. He joined Sterling Bank in 2001 and became a Senior Vice President and Manager of Sterling Bank’s Private Client Services. Today, he serves as Managing Director and Co-Chief Investment Officer of Carlton, Hofferkamp and Jenks Wealth Management. Jim has been nationally recognized for outstanding customer service and productivity and has been named a Five Star Wealth Manager ranking him in the top 2% of investment advisors in overall client sa

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Profile Information

Managing Director and Co-Chief Investment Officer

Carlton Hofferkamp & Jenks Wealth Management LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Houston

Texas

United States

Aug 5, 2025

Work Experience

Carlton Hofferkamp & Jenks Wealth Management

Managing Director and Co-Chief Investment Officer
Aug 2010 - Present
Email: jim@chjwealthmanagement.com

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