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James W Davies

Navigation Wealth Management

Fort Collins, CO

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Current Employers
Navigation Wealth Management

2038 Caribou Drive Suite 100, Fort Collins, CO 80525 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2016-04-26
  • CO RA
    APPROVED
    Since 2016-04-26

Branch Locations

2038 Caribou Drive Suite 100, Fort Collins, CO 80525 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Choice Plus Insurance Fort Collins CO 10/2009 Present
Navigation Wealth Management, Inc. Fort Collins CO 04/2016 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-11-08
  • S65 Uniform Investment Adviser Law Examination
    2011-11-08
Other Names
  • Jim Davies

View on SEC IAPD

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Other Offices

EQUITABLE ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO
GRADIENT ADVISORS, LLC · FORT COLLINS, CO
AMERIPRISE FINANCIAL SERVICES, LLC · FORT COLLINS, CO
AE WEALTH MANAGEMENT, LLC · Fort Collins, CO
EDWARD JONES · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO

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