Unclaimed
James Zekharyah Davis is a financial advisor with Edward Jones in Southaven, Mississippi. James has over 20 years of experience in the financial services industry. James is licensed to sell securities in 20 states and is also registered as an investment advisor in Mississippi and Texas. James provides a variety of services to individuals, businesses, and institutions, including financial planning, portfolio management, and retirement planning. James has a strong commitment to providing personalized service to clients. In addition to working at Edward Jones, James is a volunteer team member and director for Global Ministries and Relief and is also a recording artist.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MS
12/06/2018 - Present
Edward Jones (SOUTHAVEN MS)
TN
01/30/2003 - 03/26/2009
STANFORD GROUP COMPANY (MEMPHIS TN)
BOTH
Issued 05/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/05/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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