Jim McCaskill

Jim McCaskill is an experienced finance and operations professional currently serving as a Partner, Vice President, and Branch Examiner at Steward Partners Global Advisory since August 2023, and as a Senior Branch Examiner at LPL Financial since April 2023. McCaskill has held roles at Kestra Financial as a Branch Examiner and Senior Operations / Concierge Specialist since October 2015. Previous experience includes management roles at Taco Bell, trading at Charles Schwab, and client service at BBVA Compass. Early career highlights include specialization in annuities at Guaranty Financial Services and ownership of Dream Destinations Travel, along with airport operations positions at Continental Airlines and America West Airlines.