James F. Davenport
CREWE ADVISORS | Senior Partner / Founder
Salt Lake City, UT 84101
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CRD#: 2872276
Professional summary
James Franklin Davenport, CFP®, who also goes by James F Davenport, is a registered financial advisor currently at CREWE ADVISORS located in Salt Lake City, Utah.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. James has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Executive services/Equity comp...
Philanthropic services
Insurance
Trading individual securities
Institutional consulting
Financial planning
Trust & estate planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes
Aliases
James F 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. HIGH STREET VENTURES, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 03/01/2004 ADDRESS: 6335 Colleton Cir, SLC UT 84121 DESCRIPTION: This holds my personal investment accounts 2. Chair of USU College of Entrepreneurship Board POSITION: Other - Board Member / Volunteer NATURE: Non-Profit - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: 1400 Old Main Hill Logan, UT 84332, Logan UT 84123 DESCRIPTION: Assist the Dean and other board members in school functions, charitable bequests, and guidance. 3. INTEGRATED 106, LLC POSITION: Manager NATURE: This is an LLC that owns interest in the building that we have our business located in INVESTMENT RELATED: No HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/27/2017 ADDRESS: 10610 South Jordan Gateway, Ste. 210, South Jordan UT 84095 DESCRIPTION: Yearly tax return 4. JAMES F. DAVENPORT POSITION: Statutory Agent - NATURE: Insurance Agency - INVESTMENT RELATED: Yes HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/1997 ADDRESS: 10610 South Jordan Gateway, Ste. 210, South Jordan UT 84095 DESCRIPTION: Outside fixed insurance, life insurance, health insurance, and disability 5. J-DAVENPORT CONSULTING, INC. POSITION: President NATURE: J-Davenport Consulting, Inc. This is a management company for my interest in Integrated Financial Group, LLC, and High Street Ventures, LLC. ADDRESS: 436 North Farmhouse Lane, Midway UT, 84049 DESCRIPTION: Paying bills. 6. SB 6600, LLC POSITION: Manager / Member NATURE: This owns a condo INVESTMENT RELATED: No HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2020 ADDRESS: 6335 Colleton Cir, Salt Lake City UT 84121 DESCRIPTION: Managing the LLC, Collecting rent, paying for expenses 7. EP2021, LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: No HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/15/2021 ADDRESS: 112 North Curry Street, Carson City NV 89703 DESCRIPTION: Looking over reports, giving opinions about directions the company should take. Advisory Board 8. DUTCH FARM, LLC POSITION: Owner NATURE: This LLC owns personal property / land currently in Midway, UT. We will be building a home on this land. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: 6335 Colleton Cir, Salt Lake City UT 84121, United States DESCRIPTION: Land owner 9. Crewe Insurance, LLC Position: Agent: This LLC handles fixed insurance and fixed indexed annuities. Number of hours 1; 0 securities trading; start date 02/07/2024 ADDRESS: 650 So. Main Street, Ste. 700, Salt Lake City, UT 84101
CRS (Client Relationship Summary) - RIA
Click below to view James Franklin Davenport's 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®
CFP®
Start date: 2004
Experience
Current
February 7, 2024 - Present
CREWE ADVISORS
Office #1: 650 S. Main Street Suite 700, Salt Lake City, UT 84101RIA
CRD#: 173920
Salt Lake City, UT
Past
April 2, 2013 - February 6, 2024
OSAIC WEALTH, INC.
RIA
CRD#: 23131
SOUTH JORDAN, UT
Past
March 7, 2013 - February 6, 2024
OSAIC WEALTH, INC.
BD
CRD#: 23131
SOUTH JORDAN, UT
Past
August 2, 1999 - March 6, 2013
OSAIC FA, INC.
RIA
CRD#: 3978
SALT LAKE CITY, UT
Past
July 14, 1999 - May 31, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
SALT LAKE CITY, UT
Past
July 14, 1999 - March 6, 2013
OSAIC FA, INC.
BD
CRD#: 3978
SALT LAKE CITY, UT
Past
June 20, 1997 - September 3, 1999
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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".
CA
CREWE ADVISORS
CREWE ADVISORS | HALLIDAY, RYAN | CREWE CAPITAL ADVISORS, LLC | CREWE ADVISORS LLC
CRD#: 173920 / SEC#: 801-80723
RIA
Registered Investment Advisory firm - (1/2/2015 Approved)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
Utah(2/7/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CA
CREWE ADVISORS
CREWE ADVISORS | HALLIDAY, RYAN | CREWE CAPITAL ADVISORS, LLC | CREWE ADVISORS LLC
CRD#: 173920 / SEC#: 801-80723
RIA
Registered Investment Advisory firm - (1/2/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
650 S. Main Street Suite 700, Salt Lake City, UT 84101
Mailing Address
Phone number
(385) 355-2700
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,711 |
| AUM (Assets Under Management) | $ 2,512,342,970 |
Red Flags
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Company Information
CREWE ADVISORS
Senior Partner / FounderCRD#: 173920Salt Lake City, UT 84101TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
