James Harrison Davis
Professional Summary
James Harrison Davis, who also goes by Jd Daivs, James H Davis, is a registered financial advisor currently at CELADON FINANCIAL GROUP LLC located in Palm Coast, Florida. James is registered as a RR (Registered Representative) and started their career in finance in 1985. James has worked at 5 firms and has passed the Series 65, Series 63, Series 52TO, Series 57TO, Series 79TO, Series 99TO, SIE, Series 55, Series 7, Series 27, Series 26,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Harrison Davis, Jd Daivs, James H Davis
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
41 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CELADON FINANCIAL GROUP LLC | SECURITIES & INVESTMENT PLANNING CO. | CELADONFINANCIAL.COM
Contact Information
Main Address
89 Headquarters Plaza North Pmb 1483, Morristown, NJ 07960Mailing Address
89 Headquarters Plaza North Pmb 1483, Morristown, NJ 07960Phone Number
(973) 701-8033Established
Delaware since 03/09/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (35 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
9Arbitration
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(5/29/2001)
(10/27/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Apr 2000Series 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jan 2000About the Series 26 examSRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view James Harrison Davis's CRS (Customer Relationship Summary).
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