JD
John G. Davenport
DAVENPORT ADVISORS 14 LLC
NEWPORT BEACH, CA 92660
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CRD#: 5574781
JD
Professional summary
John Gillis Davenport is a registered financial advisor currently at DAVENPORT ADVISORS 14 LLC located in Newport Beach, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. John has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
DAVENPORT PARTNERS, INC.
1400 QUAIL STREET
SUITE 195
NEWPORT BEACH, CA 92660
REAL ESTATE CONSULTING AND INVESTMENT
PARTNER
START: 07/2002
MO. HOURS TO DPI: 160
MO. HOURS TO INVESTMENT ADVISOR WORK: 80
DUTIES OF DPI ARE COMMERCIAL REAL ESTATE CONSULTING, ACQUISITONS/DISPOSITIONS, LEASING AND PROPERTY MANAGEMENT.
CRS (Client Relationship Summary) - RIA
Click below to view John Gillis 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
January 2, 2009 - Present
DAVENPORT ADVISORS 14 LLC
Office #1: 1400 Quail Street Suite 195, Newport Beach, CA 92660RIA
CRD#: 147675
NEWPORT BEACH, CA
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
California(1/2/2009)
Current Firm
DA
DAVENPORT ADVISORS 14 LLC
DAVENPORT ADVISORS 14 LLC | DAVENPORT PARTNERS, INC. | DAVENPORT ADVISORS, LLC | DAVENPORT ADVISORS STOCK FUND LP
CRD#: 147675 / SEC#:
California
Registered Investment Advisory firm - (1/1/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1400 Quail Street Suite 195, Newport Beach, CA 92660
Mailing Address
1400 Quail Street Suite 195, Newport Beach, CA 92660
Phone number
(949) 640-5100
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 9,675,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/13/2025 | ||
| 01/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
