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James W Davies

Navigation Wealth Management

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About James W Davies

James Davies is an Investment Advisor Representative registered in Colorado. James Davies has been in the financial industry since October 2009 and is affiliated with Navigation Wealth Management. James Davies is a registered investment advisor representative with a Series 6 and Series 65 license. James Davies' specializations include Financial Planning, Pension Consulting, Educational Seminars, and Selection of Other Advisers. James Davies has worked for several firms during their career, including Sigma Financial Corporation and Choice Plus Insurance. James Davies provides financial services and sale of life insurance through various insurance companies.

Firm Information

James Davies is currently registered with Navigation Wealth Management. Navigation Wealth Management is a registered investment advisor headquartered in Fort Collins, Colorado. They offer financial planning, pension consulting, and educational seminars, as well as portfolio management for individuals and businesses. They manage approximately $127.7 million in assets for 1,470 accounts, primarily for individuals and corporations. The firm has 9 licensed agents and 10 investment advisor representatives.
Navigation Wealth Management

2038 CARIBOU DRIVE

FORT COLLINS, CO 80525

$127.75M

Assets Under Management

Not reported

Total Clients

10

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Referral fees

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James Davies’s Registration & Firm History

CO

04/26/2016 - Present

Navigation Wealth Management (FORT COLLINS CO)

CO

05/23/2014 - 04/25/2016

SIGMA FINANCIAL CORPORATION (FORT COLLINS CO)

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Licenses & Designations

IA

Issued 11/08/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/25/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James W Davies.
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