James
Davenport
Royal Alliance Associates, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
James Davenport is a certified financial planner based out of South Jordan, Utah who has 10 years of industry experience. Davenport works at Royal Alliance Associates, Inc. They have been with Royal Alliance Associates, Inc for their entire career. Davenport holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in California, Colorado, Florida, Idaho, Michigan, New Jersey, Pennsylvania, Texas, Utah and Wisconsin. Royal Alliance Associates, Inc is an advisory company that has its headquarters in Jersey City, NJ. The investment advisory business has offices in 1,009 locations and a total of 3,704 advisors. It oversees $30 billion in total assets between its 149,233 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 191 charities and foundations. Of its 149,233 customer accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in investable assets. Royal Alliance Associates, Inc has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely depend on the type of services offered. Fee types billed by Royal Alliance Associates, Inc likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Royal Alliance Associates, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$29,536,149,674
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3,704
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
149,233
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$197,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Davenport Work History
James has been registered as a financial advisor for 10 years.*
Royal Alliance
*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 Davenport 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 Royal Alliance Associates, Inc
Grandville, MI
Torrance, CA
South Jordan, UT
Mishawaka, IN
St Louis Park, MN
Spokane, WA
Mineola, NY
Wayland, MA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
![SmartAsset logo](https://d31s10tn3clc14.cloudfront.net/imgs/smartasset_transparent_250.png)