JD
JD
John Davenport
41 Years of Experience
Mill Valley, CA
2 Disclosures
John Davenport is a registered investment advisor at Davenport Capital Management, LLC, based in Mill Valley, CA, with 41 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$145.5M average
Assets Under Management
$145.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
197 Molino Ave, Mill Valley, CA, 94941
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 1994Award / Judgment
Customer Dispute
November 1994Award / Judgment
Employment History
Current Registrations
Davenport Capital Management, LLC
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
Davenport Capital Management, LLC
January 2012 - December 2015 · 3 yrs 11 mos
J.P. Morgan Securities LLC
September 2004 - January 2012 · 7 yrs 4 mos
J.P. Morgan Securities LLCBroker
September 2004 - January 2012 · 7 yrs 4 mos
Credit Suisse First Boston LLCBroker
January 2003 - September 2004 · 1 yr 8 mos
Credit Suisse First Boston
January 2003 - September 2004 · 1 yr 8 mos
Donaldson Lufkin & Jenrette Securities Corporation
July 1997 - January 2003 · 5 yrs 6 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
July 1990 - January 2003 · 12 yrs 6 mos
Lehman Brothers INC.Broker
October 1986 - August 1990 · 3 yrs 10 mos
Lehman Brothers INC.Broker
October 1985 - August 1990 · 4 yrs 10 mos
First Jersey Securities, INC.Broker
January 1984 - October 1985 · 1 yr 9 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.