James Arlen Davis
Investment adviser representative at Aspen Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$657.8MFirm assets
Are you James Arlen Davis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
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.
- Aspen Wealth Management, LLCJul 2021 to now
- Mills Wealth Advisors, LLCApr 2020 to now
- Tolleson Wealth ManagementJul 2019 to Apr 2020
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jun 2019
- Strategic Advisers LLCMar 2018 to Jul 2018
- Fidelity Brokerage Services LLCAug 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Aspen Wealth Management, LLC
$657.8MAssets managed
353Clients
8Advisers
7 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
- 6545250
- Firm CRD
- 159594