James Hutchins Held, Sr.

Experience

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  Bavarian Village Specialty Ski & Golf Shops

  May 1986 - Feb 2000

  Chief Executive Officer/Treasurer
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  Boyne Realty & Vacation Properties Network

  Mar 2000 - Oct 2004

  Vice President/Managing Broker
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  The Northern Michigan Real Estate Co.

  Nov 2004 - Jun 2013

  Founder & President

  Mr. Held founded The Northern Michigan Real Estate Co. (NMREC) with branch offices in Bloomfield Hills, Traverse City and Mackinac Island. NMREC specialized in Waterfront and Vacation properties, Held conceived, authored, and executed a proprietary business plan that converts hotels into condominium-hotels. He wrote and published a Northern Michigan Condo Hotel Journal which helped drive unit sales and hotel occupancy. NMREC sold 3 hotels in Traverse City, quickly establishing the commercial side of the real estate practice. Mr. Held produced a 5-minute film which debuted at NMREC’s hospitality suite at The National Cherry Festival that features the Mayor of Traverse City, the Founder of the TC Film Festival, and was broadcast locally 7 days per week in Traverse City as a public service announcement on cable T.V. (Please refer to the link below)http://www.youtube.com/watch?v=C1eWEO8TFqo Held’s management team successfully structured, presented and received zoning approval variance for the addition of a full-service European Salon & Spa and outdoor pool for a Traverse City waterfront hotel. Mr. Held merged the operations of his company, NMREC with CORE Partners, LLC. In 2008. Show less

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  CORE Partners

  Oct 2008 - Jun 2013

  Located inside the historic “Old Post Office” in downtown Birmingham, MI., CORE Partners is a value-added service provider and client advocate specializing in …* Brokerage Services................. * Investment Services..............* Merger & Acquisitions* Tenant / Buyer Representation. * Corporate Advisory Services. * Asset Marketing Services * Site Selection......................... * Transaction Management......* Due Diligence Services * Portfolio Management ..............* Project Management ...........* Move Management* Construction Services...............* Tax Appeal Services ............* Cost Recovery Services* Sale / Lease back....................* Financial Restructuring.........* Corporate Advisory Services Mr. Held allocated his time to serve his clients in the S.E. Michigan and Northern Michigan marketplaces. He has successfully closed transactions in all real estate sectors; Retail, Multi-Family, Hospitality, Office, Industrial and Land. Although he worked on business of all sizes, Held’s background lends itself to large and complex transactions. He has successfully negotiated and closed multiple transactions in the $5 – 10+ Million range. Show less

  • External - Independent Contractor

    Jan 2012 - Jun 2013

  • Vice President/Partner, Director Northern Michigan

    Oct 2008 - Dec 2011
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  Merrill Lynch | Bank of America

  Jun 2013 - Dec 2015

  Financial Advisor

  Co-Founder Bank of America | Merrill Lynch - Automotive Supply Chain Group (BAML-ASCG). Wrote and achieved compliance approval for a proprietary business unit based on the offering of BAML auto industry specific versus product capabilities. Member of the Investment Committee of The Migliazzo Private Banking & Investment Group. Represented BAML-ASCG across the "Automotive Calendar." Highlights included presentations/hosting client events surrounding the North American International Auto Show (NAIAS), MICHauto/Detroit Regional Chamber, Original Equipment Suppliers Association (OESA), SAE Detroit/SAE Global Leadership Conference (GLC) at The Greenbrier, Center for Automotive Research (CAR)/Management Briefing Seminars (MBS) - Traverse City/The Kingsley Club. Show less

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  Michigan Credit Union League & Affiliates

  May 2016 - Jul 2017

  Business Strategy Consultant

  CU Solutions Group was created in 2010 to house all Michigan Credit Union League & Affiliates for-profit services offered to credit unions nationally. CU Solutions Group provides seven core solution offerings to 4.000 credit unions and their 75 million members in 49 states.CU Solutions Group provides seven core solution offerings to over 3,000 credit unions and their 80 million members in 49 states. The seven solutions are marketing, technology, HR Performance, Membership Enhancements (partnerships with Sprint, and Intuit), Lending, Insurance and Consulting (strategic planning, board governance, compliance, education & training).The Michigan Credit Union League strengthens the credit union community and its image by providing advocacy on important issues, coordinating cooperative initiatives and by providing high-quality solutions that help credit unions succeed and enrich the lives of their members. Show less

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  Allstate Financial Services, LLC

  Jul 2017 - Aug 2023

  Personal Financial Representative

  Life Insurance & Financial Services:Licensing:FINRA Series 7 & 66MI Insurance Licenses:Life, Health & Annuities

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  J.P. Morgan Wealth Management

  Jan 2024 - now

  Vice President & Private Client Advisor

  James Hutchins Held, Sr. is a Private Client Advisor with J.P. Morgan Wealth Management.Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information orMessages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registered brokerdealer and investment adviser, member FINRA and SIPC. Insurance products are made availablethrough Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as ChaseInsurance Agency Services, Inc. in Florida. Certain custody and other services are provided byJPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under thecommon control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOTINSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSEVALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor allelectronic communications. Communications are for US residents only, subject to the followingdisclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategiesdescribed may not be suitable for all investors, nor should it be relied upon as investment advice,guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will notaccept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice,and is not responsible for third-party posted content. Experience, skills or posts are not indications offuture results. Additional important information:https://www.chase.com/personal/investments/important-information-linkedin© 2024 JPMorgan Chase & Co. All rights reserved Show less