James Christopher Davis
Investment adviser representative at Naples Global Advisors
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2BFirm 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
14 years in the industry.
- Naples Global AdvisorsMay 2023 to now
- Vero Beach Global AdvisorsMay 2023 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to May 2023
- Fidelity Brokerage Services LLCApr 2012 to May 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Naples Global Advisors
Legal name: Naples Global Advisors LLC
$2BAssets managed
306Clients
16Advisers
15 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
- 2561108
- Firm CRD
- 158544