Leaving Franklin Templeton

Clicking OK below will take you to an independent site. Information and services provided on this independent site are not reviewed by, guaranteed by, or endorsed by Franklin Templeton or its affiliates. Please keep in mind that this independent site's terms and conditions, privacy and security policies, or other legal information may be different from those of Franklin Templeton's site. Franklin Templeton is not liable for any direct or indirect technical or system issues, consequences or damages arising from your use of this independent website.
James L. Cross, CFA

James L. Cross, CFA

Co-Head of Private Investing

Location
San Mateo, California,
United States

Sign in to view documents

About James

James Cross is co-head of Private Investing for Franklin Equity and Managing Director of Franklin Venture Partners, the firm's specialized investment team that invests in private opportunities, focusing on mid- and late-stage companies it believes are poised for transformative impacts across multiple industries.

Mr. Cross joined Franklin Templeton in 1998, focusing on quantitative research, risk analysis and performance attribution, before assuming industry coverage in 2000. He then led Franklin Equity Group's industrial sector team and held research responsibilities for the aerospace and defense industries. He previously served as a portfolio manager of Franklin Technology Fund. Prior to joining Franklin Templeton, he worked as an economic planner for the State of Texas.

Mr. Cross earned a B.B.A. with a major in economics from Baylor University and is a Chartered Financial Analyst (CFA) Charterholder. He is the founder of the Silicon Valley Defense Group, a non-profit focused on National Security and Innovation. Mr. Cross is also a senior research fellow at the University of California at San Diego's Institute of Global Conflict and Cooperation.

Sign in to view documents

Download the Franklin Templeton 529 Program Description

You’re almost there.
Please agree to receive the Franklin Templeton 529 Program Description electronically, then the application will be ready to download on the next page.
Open, read, and retain the Program Description and Participation Agreement:
Franklin 529 College Savings Plan - Program Description and Participation Agreement
By clicking “I agree” and accessing this document, you acknowledge and agree that:
Electronic Delivery - The Program Description is being delivered to you in electronic form in lieu of paper delivery.
Consent - You hereby consent to receive this document electronically and acknowledge that such electronic delivery satisfies any legal or contractual requirements that this document is provided to you in writing.
Ability to Access - You represent that you have the necessary hardware and software to access, view, download, and retain the document in electronic form (including PDF format), and that you are able to print a copy for your records if you choose.
Retention - You are responsible for retaining a copy of the downloaded document for your records.
Withdrawal of Consent - Your consent applies solely to this document. If you do not consent, you should not proceed with the download and may request a paper copy by calling (866) 362-1597.
The application will open once “I Agree” is pressed.

Sign in to view documents