Jim Davids Mba Email & Phone Number

Jim acts as Portfolio Manager for the firm’s advisory models and is also the Chief Financial Officer. With 21 years of experience in the financial services business, Jim understands the need for the company to possess a clear vision and direction for its future. In addition to Jim’s role involving portfolio investment strategies, he encourages teamwork to provide the best service possible to our clients. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.