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James Stephens Emanuelson

Avenir Corp.

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About James Stephens Emanuelson

James Emanuelson is an investment advisor representative with Avenir Corp. James has a strong background in finance and investment advising, holding the Series 7, 63, 65 and 66 licenses. James has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Houlihan Lokey Capital, Inc., and Davidson Park Capital, LLC. James also holds the Chartered Financial Analyst designation. Avenir Corp. is a Registered Investment Advisor. Avenir Corp. serves individuals, charitable organizations, pooled investment vehicles and businesses with a total of 487 client accounts under management. Avenir Corp. specializes in portfolio management. James is currently registered in Virginia and Texas.

Firm Information

James Emanuelson is currently registered with Avenir Corp.. Avenir Corp. is an Alexandria, VA-based investment advisor registered with the SEC. They provide portfolio management services for individuals, businesses, and pooled investment vehicles. The firm manages approximately $1 billion in assets for over 487 clients. Avenir Corp. offers a wrap fee program for clients.
Avenir Corp.

277 SOUTH WASHINGTON STREET

ALEXANDRIA, VA 22314

$1.02B

Assets Under Management

Not reported

Total Clients

1

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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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 Emanuelson’s Registration & Firm History

VA

12/21/2022 - Present

Avenir Corp. (ALEXANDRIA VA)

TX

08/27/2019 - 02/22/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

TX

08/08/2016 - 12/02/2016

HOULIHAN LOKEY CAPITAL, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 09/16/2019

Series 66 - Uniform Combined State Law Examination

IA

Issued 04/07/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/27/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/02/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2016

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Stephens Emanuelson.
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