James Stephens Emanuelson
Investment adviser representative at Avenir Corporation
10 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
10 years in the industry.
- Avenir CorporationFeb 2021 to now
- Bank of America, N.A.Aug 2019 to Feb 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2019 to Feb 2021
- Davidson Park Capital, LLCFeb 2017 to May 2019
- Houlihan Lokey Capital, Inc.Jul 2016 to Nov 2016
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
- Series 66 · Uniform Combined State Law2019
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
- 5803648
- Firm CRD
- 110545