James Michael Davis
CFP®Professional Summary
James Michael Davis, CFP®, who also goes by Jim Davis, is a registered financial advisor currently at PARTNERSHIP FINANCIAL, LLC located in Columbus, Ohio. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. James has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Risk Management & Insurance
- Tax Planning
- Retirement Planning
- Financial Planning
- Investment Management
- Cashflow & Budgeting
Specializations
Biography
Jim works primarily in the Clintonville office. He is married to Suzanne, an RN at the Ross Heart Hospital at OSU. Jim and Suzanne adopted Delaney Hu Davis from the Hubei Provence, China in 2010 and are enjoying their active preschool daughter. The whole family enjoys the outdoors, biking, going to the park, swimming and hiking.
Other Aliases
Jim Davis
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
PARTNERSHIP FINANCIAL | PAYNTER, JO ANNE | PARTNERSHIP FINANCIAL, LLC
Contact Information
Main Address
4400 N High St Suite 412, Columbus, OH 43214Phone Number
(614) 328-9319# of Employees
3Documents
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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.
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State Registrations and Notice Filings
(8/24/2026)
(5/16/2008)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view James Michael Davis's CRS (Customer Relationship Summary).
Services Offered by James
- Risk Management & Insurance
- Tax Planning
- Retirement Planning
- Financial Planning
- Investment Management
- Cashflow & Budgeting
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