James Christopher Davis

CFP

Naples Global Advisors

29 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Naples Global Advisors

Compensation

Fee-Only (AUM)

Firm Size

14 advisors

Number of Clients

290 clients

Average Client Portfolio

$5.7M average

Assets Under Management

$1.7B

Location

3003 Cardinal Drive, Suite E, Vero Beach, FL, 32963

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History

Regulatory History (1)

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Regulatory

March 2013

Final

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Employment History

Current Registrations

Naples Global Advisors

May 2023 - Present · 2 yrs 9 mos

Previous Registrations

Fidelity Personal and Workplace Advisors

July 2018 - April 2023 · 4 yrs 9 mos

Strategic Advisers LLC

June 2012 - July 2018 · 6 yrs 1 mo

Fidelity Brokerage Services LLCBroker

April 2012 - April 2023 · 11 yrs

Suntrust Investment Services, INC.

October 2010 - April 2012 · 1 yr 6 mos

Suntrust Investment Services, INC.Broker

October 2010 - April 2012 · 1 yr 6 mos

Fnb Brokerage Services, INC.

October 2007 - April 2010 · 2 yrs 6 mos

Fnb Brokerage Services, INC.Broker

October 2007 - April 2010 · 2 yrs 6 mos

Suntrust Investment Services, INC.

November 2005 - August 2007 · 1 yr 9 mos

Suntrust Investment Services, INC.Broker

October 2004 - August 2007 · 2 yrs 10 mos

Adp Broker-Dealer, INC.Broker

April 1998 - May 2004 · 6 yrs 1 mo

Fsc Securities CorporationBroker

September 1995 - April 1998 · 2 yrs 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.