James Edward Zidd
Investment adviser representative at Emvision Capital Advisors, LLC
35 yearsExperience
1 stateRegistered in
$176.4MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
35 years in the industry.
- Emvision Capital Advisors, LLCApr 2023 to now
- Commonwealth Financial NetworkApr 2023 to now
- Zidd AgencyJan 1991 to now
- Tavco Financial Advisory, Inc.Jan 2018 to Apr 2023
- The Tavenner CompanyJan 2018 to Apr 2023
- W H Colson Insurance AgencyApr 2010 to Dec 2017
- W H Colson Securities IncApr 2010 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
Emvision Capital Advisors, LLC
$176.4MAssets managed
429Clients
10Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1642708
- Firm CRD
- 337827