James H. Mcknight

POLARIS WEALTH PARTNERS

DENVER, CO 80203

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CRD#: 5232661

Professional summary

James Harper Mcknight III, who also goes by Jamie Mcknight, is a registered financial advisor currently at POLARIS WEALTH PARTNERS located in Denver, Colorado.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. James has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Mcknight

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Harper Mcknight III'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®

None

Experience

Current

June 28, 2024 - Present

POLARIS WEALTH PARTNERS

Office #1: 1905 Sherman St Ste 200 1276, Denver, CO 80203

RIA

CRD#: 331678

DENVER, CO

Past

December 20, 2006 - April 16, 2021

RIO ASSET MANAGEMENT LLC

RIA

CRD#: 140132

DENVER, CO

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

Colorado
(6/28/2024)

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

Current Firm

POLARIS WEALTH PARTNERS

POLARIS WEALTH PARTNERS | POLARIS WEALTH PARTNERS LLC

CRD#: 331678 / SEC#:

Colorado

Registered Investment Advisory firm - (6/28/2024 Approved)

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Contact information

Main Address

1905 Sherman St Ste 200 1276, Denver, CO 80203

Mailing Address

Phone number

(303) 229-0926

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 4,733,136

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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James H. Mcknight

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Harper Mcknight III's CRS (Customer Relationship Summary).

Certified licenses

Experience

POLARIS WEALTH PARTNERS

RIO ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

POLARIS WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

POLARIS WEALTH PARTNERS

TRUST BUT VERIFY

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