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James O'neill Davis

PMA Asset Management, LLC

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About James O'neill Davis

James O'neill Davis is a registered investment advisor representative with PMA Asset Management, LLC. James has been working in the financial services industry since 1997 and has a wide range of experience, including portfolio management for individuals and businesses. James is also a registered representative in multiple states and holds several industry licenses, including the Series 7, Series 3, Series 63, Series 65, and Series 24.

Firm Information

James Davis is currently registered with PMA Asset Management, LLC. PMA Asset Management, LLC is an investment advisor based in Naperville, Illinois. The firm manages approximately $26.99 billion in assets for a variety of clients, including individuals, corporations, state and municipal governments, insurance companies, investment companies, charitable organizations, and pooled investment vehicles. They offer portfolio management services for individuals, businesses, and pooled investment vehicles, as well as selection of other advisors.
PMA Asset Management, LLC

2135 CITYGATE LANE

NAPERVILLE, IL 60563

$26.99B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Davis’s Registration & Firm History

IL

06/03/2019 - Present

PMA Asset Management, LLC (Naperville IL)

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Licenses & Designations

IA

Issued 06/29/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 07/17/1997

Series 7 - General Securities Representative Examination

BC

Issued 09/01/1995

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James O'neill Davis.
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