JD
James Davenport
Managing Director, Partner at Beacon Pointe
View James's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Managing Director, Partner
Jan 2014 - Present · 10 years and 11 months
Financial Advisor
Jan 2011 - Jan 2014 · 3 years
Professional Poker Player
Mar 2007 - Aug 2008 · 1 years and 5 months
Company Details
501-1000 Employees
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.
Year Founded
2002
Social Media
Linkedin
Industry
Financial Services
HQ Location
24 Corporate Plaza Drive Suite 150 Newport Beach, California 92660, US
Keywords
Wealth Management and ConsultingPerformance Measurement and Asset AllocatioInvestment Policy Review and DesigInvestment Manager/Fund StructureInvestment Manager SearchInstitutional ConsultingRetirement Plan ServicesEmployee Sponsored Retirement Pl
Discover More About Cleveland Clinic

Find verified contacts of James Davenport in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.