James Burleson

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James Burleson

James Burleson has spent more than thirty years pursuing a career that connects finance, entrepreneurship, and community leadership. His journey has included creating businesses, guiding investments, and supporting ventures that highlight both innovation and long-term goals. At the same time, he has always made philanthropy and civic engagement central to his life, ensuring that his professional success goes hand in hand with service.

His entry into the financial markets came at a young age. At just 24, James became one of the youngest seat holders and market makers on the Pacific Stock Exchange. His skills and judgment were quickly recognized, and he was elected as the youngest Chair of the Nominating Committee for the Board of Governors. These achievements placed him in a unique position within a competitive industry. Over the years, he held senior roles at firms such as Letco LMM, Joseph D. Heard Jr. Inc., Premier Trading Group, and Charles Schwab. While serving as Partner and Lead Market Maker at Letco, he helped strengthen the company until it was acquired by Toronto Dominion Bank in 2002. His strong knowledge of derivatives and trading strategies became a defining part of his career and provided the foundation for his future entrepreneurial work.

In 2004, he founded Burleson + Company, an independent advisory firm that grew to manage nearly $800 million in assets. The firm distinguished itself with a focus on wealth management and comprehensive planning, combining traditional strategies with long-term perspectives that aligned investments with clients’ personal goals. He later expanded his entrepreneurial reach through Northern Peak Consulting, offering guidance to both individuals and organizations on growth and operations. His vision also extended to venture capital with the establishment of BCo Venture Fund I, which supported early-stage companies. Among its investments was Pathwater, a bottled water company that introduced sustainable practices to the industry and challenged traditional models.

Beyond his business endeavors, he has devoted a significant portion of his life to community service. For nearly two decades, he has been part of the Sonoma–Marin Fair Board, contributing to youth development, agricultural education, and cultural programs. He also served with the Rotary Club of Petaluma for over ten years, including a term as Treasurer of its foundation. For over twenty years, James has been a member of the St. Vincent Parish Finance Committee and also served on the Board of St. Vincent High School. Over the past 25 years, he has contributed time and resources to organizations including the Petaluma Educational Foundation, Boys and Girls Club, and Polly Klaas Foundation.

Raised in a military family, he learned discipline, adaptability, and responsibility early in life. After earning a finance degree from the University of Texas at Austin, he maintained close connections with his alma mater and fraternity, Sigma Chi. Outside of professional commitments, he enjoys skiing with his children, golfing in the Utah mountains, traveling, and maintaining an active interest in the markets.

James Burleson’s life reflects a steady balance of financial expertise, entrepreneurial drive, and civic responsibility. His career and service show how leadership and dedication can create a lasting legacy built on growth, commitment, and purpose.

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