James
Davis
Aspen Wealth Management
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About this Advisor
James Davis is a certified financial planner operating out of Fort Worth, Texas with a total of 2 years of relevant experience. Davis is an employee of Aspen Wealth Management. Over the course of their career, they have held roles at Massachusetts Mutual Life Insurance Company, Fidelity Brokerage Services LLC, Abilene Christian University, Abilene Christian University, Kacu Radio, Abilene Christian University, Graduate School, Abilene Christian University, Department Of Communications, Assisted Living Provider - Janette Ardoyno, Fidelity Personal And Workplace Advisors, Tolleson Wealth Management, Mills Wealth Advisors, LLC, Strategic Advisers LLC and Aspen Wealth Management. Davis holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to serve investors in Texas. Aspen Wealth Management is a company that has its headquarters in Fort Worth, TX. The investment advisory business has a total of eight employees. It controls $291 million in assets between its 739 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 739 client accounts, 41% belong to high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fee schedules largely depend on the financial services provided. Fees billed by Aspen Wealth Management can consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspen Wealth Management Brokerage Details
$290,631,683
8
739
$393,277
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
James Davis Work History
James has been registered as a financial advisor for 2 years.*
Aspen Wealth Management
Mills Wealth Advisors, LLC
Tolleson Wealth Management
Fidelity Personal And Workplace Advisors
Strategic Advisers LLC
Massachusetts Mutual Life Insurance Company
Fidelity Brokerage Services LLC
Abilene Christian University, Department Of Communications
Abilene Christian University, Kacu Radio
Abilene Christian University, Graduate School
Assisted Living Provider - Janette Ardoyno
Abilene Christian University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aspen Wealth Management
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
