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James Davenport

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James Davenport

Managing Director, Partner | Beacon Pointe

Newport Beach, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

James Davenport

Work Experience

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Managing Director, Partner at

Beacon Pointe

January 2014 - Present

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Financial Advisor at

Wells Fargo Advisors

January 2011 - January 2014

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Professional Poker Player at

bwin

March 2007 - August 2008

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Analyst at

ROTH Capital Partners

December 2006 - January 2008

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Sales Manager at

AEG

January 2004 - June 2005

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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

mail

**********@beaconpointe.com

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