James Yahoudy, CFP | Strategic Consulting & Enterprise Relationships

James Yahoudy’s primary focus is Business Development and supporting advisors with all things to help them run a better business and enhance the client experience. Whether the support is directly from the Aptus suite of services or a technology change outside of what we do he is ready to pull up his sleeves to support.

Background & Education

James has worked as an advisor and closely with advisors since 2010. He most recently came from TD Ameritrade Institutional working with RIAs in a variety of practice management areas and assisting breakaway brokers in the process of going independent.

James is a CERTIFIED FINANCIAL PLANNER™ and graduated from the University of North Texas with a Bachelor’s Degree in Finance. He  completed his certificate program in Financial Planning from Southern Methodist University.

Outside The Office

James lives in the Dallas area with his wife, Courtney and son, Avett. He enjoys anything related to music, sports, and travel. His most recent trip may hit theatres soon entitled, Two dogs and a toddler drive 3000 miles.

Why Aptus?

“I had the benefit of getting to know the Aptus crew as I managed the relationship from the brokerage side before joining. The integrity, culture, and ability to be nimble in order to deliver true custom services to advisors and clients made the move over a no-brainer.”