JD
CFP

James Christopher Davis

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
290 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$1.7B

Fee Structure

This document does not contain any fee information. It is a brochure supplement providing information on the personnel of Naples Global Advisors, LLC and its affiliate, Vero Beach Global Advisors.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information

Office location

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

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 2013
Final
Employment History
Current Registrations
Naples Global Advisors
May 2023 - Present · 2 yrs 8 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
FL
Advisor
Exams
No exam information available for this advisor.