James A. Davenport

JT STRATFORD

WINSTON-SALEM, NC 27103

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CRD#: 2200818

Professional summary

James Anthony Davenport, who also goes by James A Davenport, is a registered financial advisor currently at JT STRATFORD, LLC located in Winston-salem, North Carolina.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. James has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James A Davenport

Other business activities

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.

1) CRD PROPERTIES, LLC; NOT INVESTMENT-RELATED; WINSTON-SALEM, NC; RENTAL PROPERTY; PARTNER/OWNER; 12/1999; 4 HRS/MONTH; 0 HRS DURING TRADING HOURS; PROPERTY MANAGEMENT AND BOOKKEEPING. 2) Colhoun Robins Davenport & Co, LLC; investment related; Winston Salem, NC; partner; 1/1999; 144 hrs/month; 4 hrs during trading; insurance, employee benefits

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Anthony Davenport's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 4, 2015 - Present

JT STRATFORD, LLC

Office #1: 505 Olive Street, Winston-salem, NC 27103

RIA

CRD#: 155629

WINSTON-SALEM, NC

Past

August 12, 2021 - December 31, 2021

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

Winston-Salem, NC

Past

March 20, 2007 - November 4, 2015

COLHOUN, ROBINS, DAVENPORT & CO., LLC

RIA

CRD#: 117825

WINSTON-SALEM, NC

Past

January 4, 1999 - August 13, 2021

TRIAD ADVISORS LLC

CRD#: 25803

WINSTON-SALEM, NC

Past

January 6, 1992 - January 22, 1999

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JT STRATFORD, LLC

ECHOLS FINANCIAL SERVICES | RETIREMENT RESOURCES, LLC | JT STRATFORD, LLC | HAMES & COMPANY | FIDUCIARY CAPITAL STRATFORD, LLC

CRD#: 155629 / SEC#: 801-101474

RIA

Registered Investment Advisory firm - (7/22/2015 Approved)

Florida

Registered Investment Advisory firm - (9/8/2015 Terminated)

Georgia

Registered Investment Advisory firm - (9/15/2015 Terminated)

North Carolina

Registered Investment Advisory firm - (9/8/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(11/17/2015)

IAR

North Carolina
(11/4/2015)

IAR

Texas
(1/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/19/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/24/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/20/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/24/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JT STRATFORD, LLC

ECHOLS FINANCIAL SERVICES | RETIREMENT RESOURCES, LLC | JT STRATFORD, LLC | HAMES & COMPANY | FIDUCIARY CAPITAL STRATFORD, LLC

CRD#: 155629 / SEC#: 801-101474

RIA

Registered Investment Advisory firm - (7/22/2015 Approved)

Florida

Registered Investment Advisory firm - (9/8/2015 Terminated)

Georgia

Registered Investment Advisory firm - (9/15/2015 Terminated)

North Carolina

Registered Investment Advisory firm - (9/8/2015 Terminated)

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Contact information

Main Address

311 Green Street Suite 100, Gainesville, GA 30501

Mailing Address

P.o. Box 5966, Gainesville, GA 30504

Phone number

(770) 534-6046

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JT STRATFORD 2025 ANNUAL AMENDED FORM ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts	2,552
AUM (Assets Under Management)	$ 814,917,678

Red Flags

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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Firm Stability Insights

James A. Davenport

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Anthony Davenport's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVER OAK SECURITIES, INCORPORATED

COLHOUN, ROBINS, DAVENPORT & CO., LLC

TRIAD ADVISORS LLC

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

JT STRATFORD, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/19/2007

Series 63

Date: 12/24/1991

SIE

Date: 10/1/2018

Series 7

Date: 4/20/2000

Series 6

Date: 12/24/1991

Current Firm

JT STRATFORD, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JT STRATFORD, LLC

TRUST BUT VERIFY

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