Carter Funds
Jim Bullock, CFS has a strong background in the financial industry with experience in various roles. Jim is currently working as the Senior Vice President, National Director of RIA & FO Sales at Carter Funds. Prior to this, they held the position of Senior Vice President, Capital Markets at Landmark Dividend LLC and Vice President, Capital Markets at the same company. Jim also served as a Senior Advisor Consultant and External Wholesaler at Integrity Advisor Solutions and as a Senior Regional Business Consultant and External Wholesaler at Curian Capital. Furthermore, they worked as a Senior Vice President and External Wholesaler at Cole Real Estate Investments. Earlier in their career, they worked at Jackson National Life Insurance as a Business Development Consultant, where they were promoted from an Internal Wholesaler role. Jim started their career at Fidelity Investments as a Financial Representative.
Jim Bullock, CFS, studied Financial Services at Brigham Young University Marriott School of Business. Jim also holds several certifications, including Certified Fund Specialist and Certified in Alternative Investments from the Institute of Business & Finance. Additionally, they have obtained certifications such as Series 63 - Uniform Securities Agent State Law, Series 66 - Uniform Combined State Law, and Series 7 - General Securities Representative from the Financial Industry Regulatory Authority (FINRA).
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Carter Funds
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Creating value through HIGH-GROWTH real estate, Carter Funds is a fully integrated real estate investment company led by an experienced team with over 300 years of combined experience in the commercial real estate industry. With more than approximately $3 billion in assets under management through its affiliated companies (Carter Multifamily, Carter Exchange, Aphorio Carter, and Allegiant-Carter Management) Carter Funds focuses on acquiring, developing, and managing real estate investments in high-growth industries and markets throughout the Southern and Mid-Atlantic U.S. Carter Exchange (CX) is a national real estate investment company that sponsors institutional-quality real estate exchange programs that are intended to qualify for tax deferral under Section 1031 of the Internal Revenue Code. Carter Multifamily Fund Management Company (CMF) is focused on the acquisition of value-add multifamily properties and the development of garden-style multifamily real estate targeting a rapidly growing population of workforce renters in high-growth markets. Aphorio Carter Fund Management Company (Aphorio Carter) is the critical infrastructure and data center division of Carter Funds investing in technology-related real estate throughout the U.S. supported by the increasing use, storage, and transmission of digital data. Allegiant-Carter Management (Allegiant-Carter) is the internal property management arm of Carter Funds, operating and managing Carter Funds’ multifamily real estate properties through world-class best practices and an experienced team with a focus on quality resident service and value creation.