James Robert Davenport
Investment adviser representative at Compass Financial Management LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$893.8MFirm 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Compass Financial Management LLCSep 2023 to now
- Halo Securities LLCMar 2017 to Aug 2023
- Sentinus LLCOct 2015 to Sep 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Compass Financial Management LLC
$893.8MAssets managed
2,228Clients
45Advisers
6 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
- 5741283
- Firm CRD
- 156345