James Weber Harris
Investment adviser representative at Davenport & Company LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.7BFirm assets
Are you James Weber Harris? 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 assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Davenport & Company LLCAug 2022 to now
- UnemployedMay 2022 to Aug 2022
- StudentAug 2021 to May 2022
- First Citizens BankMay 2021 to Aug 2021
- StudentAug 2020 to May 2021
- Danville Distributing Company, Inc.May 2020 to Aug 2020
- StudentAug 2019 to May 2020
- Danville Distributing Company, Inc.May 2019 to Aug 2019
- StudentAug 2018 to May 2019
- Danville Distributing Company, Inc.May 2018 to Aug 2018
- StudentOct 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Davenport & Company LLC
$24.7BAssets managed
17,724Clients
339Advisers
49 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
- 7594973
- Firm CRD
- 1588