James Davis, financial advisor Fort Worth TX

James Davis

CRD Number: 6545250
Current Firm: Aspen Wealth Management

James Davis (CRD# 6545250) is an Investment Advisor Representative working at Aspen Wealth Management in Fort Worth, TX and has over 6 years of experience in the finance industry. James Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Aspen Wealth Management Fort Worth, TX Jul 2021 - Current < 1
Mills Wealth Advisors, LLC South Lake, TX Apr 2020 - Current 1
Tolleson Wealth Management Dallas, TX Jul 2019 - Apr 2020 < 1
Fidelity Personal And Workplace Advisors Boston, MA Jul 2018 - Jun 2019 < 1
Fidelity Brokerage Services LLC Westlake, TX Aug 2015 - Jun 2019 3
Strategic Advisers LLC Westlake, TX Mar 2018 - Jul 2018 < 1
Massachusetts Mutual Life Insurance Company Fort Worth, TX May 2015 - Jul 2015 < 1
Abilene Christian University, Department Of Communications Abilene, TX Jan 2014 - May 2015 1
Abilene Christian University, Graduate School Abilene, TX Dec 2013 - May 2015 1
Abilene Christian University Abilene, TX Aug 2011 - May 2015 3
Abilene Christian University, Kacu Radio Abilene, TX May 2013 - Dec 2013 < 1
Assisted Living Provider - Janette Ardoyno Abilene, TX Oct 2012 - May 2013 < 1
Abilene Christian University Abilene, TX Feb 2012 - Oct 2012 < 1
Bethesda Community Church Haltom City, TX May 2011 - Aug 2012 1
Eagle Mountain Independent School District Fort Worth, TX Aug 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for James A. Davis
Phone Number: 817-546-6353
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    537
    ACCOUNTS
  • Average Account Value
    $346,937
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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