James W Davies

Employer firm

Navigation Wealth Management CRD 282640

$103M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → Present
  Choice Plus Insurance
  Fort Collins, CO
• 04/2016 → Present
  Navigation Wealth Management, Inc.
  Fort Collins, CO

Previous Registrations

• 2013-08-13 → 2016-04-25
  Spc
  Fort Collins, CO
  Ann Arbor, MI
• 2011-12-14 → 2013-12-31
  Financial Stewards Wealth Management
  Fort Collins, CO

Other Businesses

CHOICE PLUS INSURANCE LLC. DBA DAVIES ADVISORY GROUP. PROVIDES FINANCIAL SERVICES AND SALE OF LIFE INSURANCE THROUGH VARIOUS INSURANCE COMPANIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-08

Other Names

• Jim Davies