Jim Davids Mba
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Jim Davids Mba Email & Phone Number

Director of Trading at Professional Wealth Advisors, LLC
Location: Crystal Lake, Illinois, United States 2 work roles 2 schools
1 work email found @doriongray.com 1 phone found area 815 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email j****@doriongray.com
Direct phone (815) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Professional Wealth Advisors, LLC
Role
Director of Trading
Location
Crystal Lake, Illinois, United States
Company size
18 employees

Who is Jim Davids Mba? Overview

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Quick answer

Jim Davids Mba is listed as Director of Trading at Professional Wealth Advisors, LLC, a with 18 employees, based in Crystal Lake, Illinois, United States. AeroLeads shows a work email signal at doriongray.com, phone signal with area code 815, and a matched LinkedIn profile for Jim Davids Mba.

Jim Davids Mba previously worked as Director of Trading, Wealth Advisor at Professional Wealth Advisors, Llc and Director of Trading at Dorion-Gray Retirement Planning. Jim Davids Mba holds Bs, Business Administration from Columbia College.

Company email context

Email format at Professional Wealth Advisors, LLC

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{first}@doriongray.com
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AeroLeads found 1 current-domain work email signal for Jim Davids Mba. Compare company email patterns before reaching out.

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Profile bio

About Jim Davids Mba

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.

Current workplace

Jim Davids Mba's current company

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Professional Wealth Advisors, LLC
Professional Wealth Advisors, Llc
Director of Trading
downers grove, illinois, united states
Website
pwaplan.com
Employees
18
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Company profile
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2 roles

Jim Davids Mba work experience

A career timeline built from the work history available for this profile.

Director Of Trading

Dorion-Gray Retirement Planning

2602 Il Route 176, Crystal Lake, Il 60014-2225

Your Future Is Our First Priority. As true investment advisors we create options and choices that empower your dreams and aspirations for retirement. Our ultimate purpose is to pursue your complete satisfaction through sound retirement planning service.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Dorion-Gray Retirement Planning is a trade name of Dorion-Gray Financial Services, Inc. located at 2602 IL Route 176, Crystal Lake, IL 60014. Dorion-Gray and the LPL Financial companies are separate, unaffiliated entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Dorion-Gray Financial Services, Inc may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Mar 1999 - Oct 2023
Team & coworkers

Colleagues at Professional Wealth Advisors, LLC

Other employees you can reach at pwaplan.com. View company contacts for 18 employees →

RR Robert Robertson Iii Robert Robertson Iii Colleague at Professional Wealth Advisors, LlcGreater Chicago Area, United States View → BB Brian Bellot Brian Bellot Colleague at Professional Wealth Advisors, LlcWheaton, Illinois, United States View → NP Nick Poe, Mba Nick Poe, Mba Colleague at Professional Wealth Advisors, LlcPaducah, Kentucky, United States View → MM Michelle Milliken Michelle Milliken Colleague at Professional Wealth Advisors, LlcArlington Heights, Illinois, United States View → HH Helene Haynes Helene Haynes Colleague at Professional Wealth Advisors, LlcDowners Grove, Illinois, United States View → TT Tom Trost, Cfp® Mba Tom Trost, Cfp® Mba Colleague at Professional Wealth Advisors, LlcDowners Grove, Illinois, United States View → GB Gerran Batterberry, Cfp® Gerran Batterberry, Cfp® Colleague at Professional Wealth Advisors, LlcSchaumburg, Illinois, United States View → MR Matthew Reynolds, Cfp® Matthew Reynolds, Cfp® Colleague at Professional Wealth Advisors, LlcDowners Grove, Illinois, United States View → BP Brett Pawelkiewicz Brett Pawelkiewicz Colleague at Professional Wealth Advisors, LlcDowners Grove, Illinois, United States View → JS John Searer John Searer Colleague at Professional Wealth Advisors, LlcCarol Stream, Illinois, United States View →
2 education records

Jim Davids Mba education

FAQ

Frequently asked questions about Jim Davids Mba

Quick answers generated from the profile data available on this page.

What company does Jim Davids Mba work for?

Jim Davids Mba works for Professional Wealth Advisors, LLC.

What is Jim Davids Mba's role at Professional Wealth Advisors, LLC?

Jim Davids Mba is listed as Director of Trading at Professional Wealth Advisors, LLC.

What is Jim Davids Mba's email address?

AeroLeads has found 1 work email signal at @doriongray.com for Jim Davids Mba at Professional Wealth Advisors, LLC.

What is Jim Davids Mba's phone number?

AeroLeads has found 1 phone signal(s) with area code 815 for Jim Davids Mba at Professional Wealth Advisors, LLC.

Where is Jim Davids Mba based?

Jim Davids Mba is based in Crystal Lake, Illinois, United States while working with Professional Wealth Advisors, LLC.

What companies has Jim Davids Mba worked for?

Jim Davids Mba has worked for Professional Wealth Advisors, Llc and Dorion-Gray Retirement Planning.

Who are Jim Davids Mba's colleagues at Professional Wealth Advisors, LLC?

Jim Davids Mba's colleagues at Professional Wealth Advisors, LLC include Robert Robertson Iii, Brian Bellot, Nick Poe, Mba, Michelle Milliken, and Helene Haynes.

How can I contact Jim Davids Mba?

You can use AeroLeads to view verified contact signals for Jim Davids Mba at Professional Wealth Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jim Davids Mba attend?

Jim Davids Mba holds Bs, Business Administration from Columbia College.

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