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James Davenport
James Davenport
Managing Director, Partner | Beacon Pointe
Newport Beach, California, United States
James Davenport
Summary
James Davenport is a seasoned wealth advisor with extensive experience in asset management and financial planning. Currently serving as Managing Director and Partner at Beacon Pointe Advisors, he emphasizes a client-centered approach, tailoring financial strategies to meet individual goals and values. His professional journey includes roles at Wells Fargo Advisors and Roth Capital Partners, where he honed his skills in investment banking and retirement planning. James's background also features a unique stint as a professional poker player, showcasing his strategic thinking and risk management abilities. An MBA graduate from Chapman University, he combines academic knowledge with practical experience to empower clients in their financial decisions. Beyond his professional life, James is passionate about values-based investing, helping clients align their wealth with personal and societal goals. He is based in Newport Beach, California, and enjoys engaging with clients to help them realize their financial aspirations.
James Davenport
Work Experience
Managing Director, Partner at
Beacon Pointe
January 2014 - Present
Financial Advisor at
Wells Fargo Advisors
January 2011 - January 2014
Professional Poker Player at
bwin
March 2007 - August 2008
Analyst at
ROTH Capital Partners
December 2006 - January 2008
Sales Manager at
AEG
January 2004 - June 2005
James Davenport
Education
Chapman University, The George L. Argyros School of Business and Economics, Master Of Business Administration (Mba)
January 2008 - January 2010
University of Southern California, Bachelor Of Arts (Ba)
January 1999 - January 2003
Corona Del Mar high school
January 1993 - January 1999
Frequently Asked Questions about James Davenport
What is James Davenport email address?
James Davenport's primary email address is **********@beaconpointe.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does James Davenport work for?
James Davenport is a Managing Director, Partner at Beacon Pointe, a company specializing in Management consulting services.
Where James Davenport graduated from?
James Davenport holds a degree in Finance from Chapman University, The George L. Argyros School of Business and Economics.
How can I directly contact James Davenport?
To contact James Davenport directly, you can use the email address **********@beaconpointe.com. Complete contact information is available upon registration with Muraena.
Who is James Davenport?
James Davenport is a seasoned wealth advisor with extensive experience in asset management and financial planning. Currently serving as Managing Director and Partner at Beacon Pointe Advisors, he emphasizes a client-centered approach, tailoring financial strategies to meet individual goals and values. His professional journey includes roles at Wells Fargo Advisors and Roth Capital Partners, where he honed his skills in investment banking and retirement planning. James's background also features a unique stint as a professional poker player, showcasing his strategic thinking and risk management abilities. An MBA graduate from Chapman University, he combines academic knowledge with practical experience to empower clients in their financial decisions. Beyond his professional life, James is passionate about values-based investing, helping clients align their wealth with personal and societal goals. He is based in Newport Beach, California, and enjoys engaging with clients to help them realize their financial aspirations.
James`s contact details
**********@beaconpointe.com
Colleagues
Partner, Senior Managing Director
Managing Director, Institutional Consulting
Member Board Of Directors
Partner, Managing Director
Director of Financial Planning
Chief Technology Officer / Wealth Advisor
Wealth Advisor
Managing Director and Partner
Partner, Managing Director
Director of Operations