JD
John B. Davenport
INVESCO ADVISERS
North Chesterfield, VA
Some features on this profile are disabled
CRD#: 4641694
JD
Professional summary
John B Davenport, who also goes by John Byars Davenport, John Davenport, is a registered financial advisor currently at INVESCO ADVISERS, INC. located in North Chesterfield, Virginia and INVESCO DISTRIBUTORS, INC. located in North Chesterfield, Virginia.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. John has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Byars Davenport | John 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) Three Crosses Distilling Company; Not investment related; 3835 Old Buckingham Road Suite A Powhatan, VA 23139; Craft Distillery; Member-Owner; Start date: 10/2017; 21-40 hours per month; 0-5 hours during securities trading hours; Wife and I own craft distillery. She runs day to day operations. I am head distiller. Only there on weekends. (2) JOHN DAVENPORT; NOT INVESTMENT RELATED; 11620 DRYSDALE DRIVE, NORTH CHESTERFIELD, VA 23236, USA; SONGWRITING; OWNER; START: 07/2025; 2 HRS/MO, NOT DURING TRADING HOURS; NO DAY TO DAY ACTIVITIES. MAY HAVE SOME OF MY SONGS PUBLISHED. NO WORK OR TIME COMMITMENT INVOLVED.
CRS (Client Relationship Summary) - RIA
Click below to view John B 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®
NoneExperience
Current
December 21, 2020 - Present
INVESCO ADVISERS, INC.
RIA
CRD#: 105360
North Chesterfield, VA
Current
December 18, 2020 - Present
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
North Chesterfield, VA
Past
July 27, 2020 - November 12, 2020
DISTRIBUTION SERVICES, LLC
BD
CRD#: 25938
PORTLAND, ME
Past
May 29, 2020 - December 17, 2020
VALOR CONSULTING & DISTRIBUTION, LLC
RIA
CRD#: 307656
Richmond, VA
Past
October 13, 2011 - May 31, 2019
INVESCO ADVISERS, INC.
RIA
CRD#: 105360
Richmond, VA
Past
October 13, 2011 - May 31, 2019
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
HOUSTON, TX
Past
February 23, 2011 - September 19, 2011
GUGGENHEIM DISTRIBUTORS, LLC
BD
CRD#: 40805
ROCKVILLE, MD
Past
February 22, 2011 - September 19, 2011
GUGGENHEIM INVESTMENTS
RIA
CRD#: 105477
NEW YORK, NY
Past
October 18, 2007 - February 24, 2011
WEALTHSPIRE ADVISORS
RIA
CRD#: 106259
MIDLOTHIAN, VA
Past
September 26, 2007 - February 23, 2011
INVESTORS SECURITY COMPANY, INC.
BD
CRD#: 2331
RICHMOND, VA
Past
July 13, 2007 - July 31, 2007
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
RICHMOND, VA
Past
June 2, 2003 - July 31, 2007
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
RICHMOND, VA
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".
IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.
CRD#: 105360 / SEC#: 801-33949
RIA
Registered Investment Advisory firm - (12/30/1988 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/18/2020)
RR
Alaska(12/18/2020)
RR
Arizona(12/18/2020)
RR
Arkansas(12/18/2020)
RR
California(12/18/2020)
RR
Colorado(12/18/2020)
RR
Connecticut(12/18/2020)
RR
Delaware(12/18/2020)
RR
District of Columbia(12/18/2020)
RR
Florida(12/18/2020)
RR
Georgia(12/18/2020)
RR
Hawaii(12/18/2020)
RR
Idaho(12/18/2020)
RR
Illinois(12/18/2020)
RR
Indiana(12/18/2020)
RR
Iowa(12/18/2020)
RR
Kansas(12/18/2020)
RR
Kentucky(12/18/2020)
RR
Louisiana(12/18/2020)
RR
Maine(12/18/2020)
RR
Maryland(12/18/2020)
RR
Massachusetts(12/18/2020)
RR
Michigan(12/18/2020)
RR
Minnesota(12/18/2020)
RR
Mississippi(12/18/2020)
RR
Missouri(12/18/2020)
RR
Montana(12/18/2020)
RR
Nebraska(12/18/2020)
RR
Nevada(12/18/2020)
RR
New Hampshire(12/18/2020)
RR
New Jersey(12/18/2020)
RR
New Mexico(12/18/2020)
RR
New York(12/18/2020)
RR
North Carolina(12/18/2020)
RR
North Dakota(12/18/2020)
RR
Ohio(12/21/2020)
RR
Oklahoma(12/18/2020)
RR
Oregon(12/18/2020)
RR
Pennsylvania(12/18/2020)
RR
Puerto Rico(12/18/2020)
RR
Rhode Island(12/18/2020)
RR
South Carolina(12/18/2020)
RR
South Dakota(12/18/2020)
RR
Tennessee(12/18/2020)
RR
Texas(12/18/2020)
IAR
Texas(12/21/2020)
RR
Utah(12/18/2020)
RR
Vermont(12/18/2020)
RR
Virgin Islands(12/18/2020)
RR
Virginia(12/18/2020)
RR
Washington(12/18/2020)
RR
West Virginia(12/18/2020)
RR
Wisconsin(12/18/2020)
RR
Wyoming(12/18/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IA
INVESCO ADVISERS, INC.
INVESCO ADVISERS, INC. | INVESCO, INC | INVESCO INSTITUTIONAL (N.A.), INC.
CRD#: 105360 / SEC#: 801-33949
RIA
Registered Investment Advisory firm - (12/30/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1331 Spring Street Nw Suite 2500, Atlanta, GA 30309
Mailing Address
11 Greenway Plaza Suite 1000, Houston, TX 77046
Phone number
(404) 892-0896
Established
Firm type
Fiscal year end
# of Employees
2,872
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 61,236 |
| AUM (Assets Under Management) | $ 756,881,223,229 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/27/2024 | ||
| 10/27/2023 |
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.
