BRENTWOOD, TN, May 21, 2024 - Jeffrey Bates has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
An accomplished financial and operations executive with years of expertise working for entrepreneurial startups and Fortune 500 companies such as Goldman Sachs Private Wealth and Kings Point Capital, Mr. Bates currently excels as a managing partner of JSJB Partners, LLC. In this capacity, he provides consulting services to Wealth Enhancement Group, LLC. Previously, Mr. Bates gained valuable expertise in developing and managing high performers as the senior vice president, managing director, and financial adviser for Wealth Enhancement Group.
During much of his career, Mr. Bates directed the growth of Kings Point Capital from a start-up to nearly $1.8 billion in assets as a co-founder and managing partner. Between 2005 and 2022, he increased profit growth to more than $5 million annually through continuous monthly, quarterly, and yearly budget analysis. Likewise, he has honed his expertise as a co-founder and managing partner of Green Square Capital, LLC and vice president of Goldman Sachs Private Wealth Management in Memphis, Tennessee.
An expert in his field, Mr. Bates earned a Bachelor of Science in computer science from Tufts University in 1984. Subsequently, he expanded his professional knowledge by completing an MBA through Duke University's Fuqua School of Business and attained the Fuqua Scholar designation. Driven to stay abreast of ongoing industry changes, he aligns himself with the Financial Industry Regulatory Authority as an arbitrator. In conjunction with his work, Mr. Bates also contributes to his community and those less fortunate by donating both time and energy toward financial education.
In light of his outstanding achievements, Mr. Bates has been featured in Forbes and Fortune magazines. Similarly, he has been honored in Barron's as a Top Wealth Adviser in the State of Tennessee every year since 2009. While his career has been filled with highlights, he takes the most pride in beating cancer, his loving family, and his Kings Point Team. Though hard work and dedication have brought him far in his career, he credits his success to his ability to seek talented individuals for the perfect positions. Looking ahead, Mr. Bates intends to affect change for the better, either as a board member or in an operational control position.
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Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Marquis celebrates its 125th anniversary in 2023, and Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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