James Davis is a CFP-designated registered investment advisor at Partnership Financial, LLC, based in Columbus, OH, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 109 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Partnership Financial does not manage investment portfolios on a percentage-of-assets basis. Instead, investment guidance is included as part of their comprehensive financial planning agreements and ongoing advisory services.
Contact
James Davis
Location
4400 N High St, Suite 412, Columbus, OH, 43214
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James works as a customer service manager for a supplier of mailing lists, dedicating about half of his time to this role since 1999. This activity is not investment-related.
Employment History
Current Registrations
Partnership Financial, LLC
Previous Registrations
Innovative Financial Designs
State Registrations2 states
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
More Advisors
- Mark BowesPartnership Financial, LLC
- Sean Luttrell, CFPG2 Capital Management, LLC
- Blake Price, CFP
- Joe Pinzone, CFPEdward Jones
- Krista Cavalieri, CFPStrategic Advisers LLC
- Devin Erickson, CFPJ.P. Morgan Securities LLC