James Mcdonald Dawson
Investment adviser representative at Broadview Wealth Partners
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$304.7MFirm 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
24 years in the industry.
- Broadview Wealth Partners, LLCAug 2025 to now
- University of ColoradoNov 2010 to now
- Raymond James Financial Services Advisors, IncJan 2009 to now
- Integrated Capital ManagementFeb 2008 to now
- Raymond James Financial Services, IncFeb 2002 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Broadview Wealth Partners
Legal name: Broadview Wealth Partners, LLC
$304.7MAssets managed
310Clients
4Advisers
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
- 3161514
- Firm CRD
- 335028