James Harris Rooney
Investment adviser representative at Avenir Corporation
28 yearsExperience
2 statesRegistered in
CFADesignation
$849.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
28 years in the industry.
- Avenir CorporationAug 1998 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Avenir Corporation
$849.3MAssets managed
157Clients
3Advisers
38 yearsIn 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
- 1684321
- Firm CRD
- 110545