James Allen Chaney

Employer firm

Duncan Williams Asset Management, LLC CRD 174809

$2.69B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 01/2014 → 06/2020
  Student - Middle School & High School
  Collierville, TN
• 06/2020 → 07/2020
  Fedex
  Collierville, TN
• 07/2020 → 08/2020
  Unemployed
  Collierville, TN
• 08/2020 → 12/2023
  Student
  Collierville, TN
• 07/2021 → 06/2023
  Lifetime
  Collierville, TN
• 06/2023 → 08/2023
  Greystar
  Memphis, TN
• 12/2023 → 03/2024
  Unemployed
  Collierville, TN
• 03/2024 → Present
  Duncan Williams Llc
  Memphis, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-11

Designations

• Certified Financial Planner