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James Jonathon Davidson

STRATEGIC CAPITAL MANAGEMENT INC·GLENDORA, California
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180 N. GLENDORA AVE., GLENDORA, CA 91741CRD# 1614560Firm CRD# 111475
01

About

James Jonathon Davidson is a registered financial advisor based in GLENDORA, California, affiliated with STRATEGIC CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC CAPITAL MANAGEMENT INC
STRATEGIC FINANCIAL
AUM
$53M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STRATEGIC CAPITAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SPECIFIC PROJECT FEES
Regulatory
SEC/IARD CRD# 1614560
Firm CRD# 111475
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Jonathon Davidson offer?
James Jonathon Davidson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GLENDORA, California for a consultation.
What are James Jonathon Davidson's credentials?
James Jonathon Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Jonathon Davidson located?
James Jonathon Davidson is based in GLENDORA, California, working with STRATEGIC CAPITAL MANAGEMENT INC. Their office serves clients in the GLENDORA metropolitan area and surrounding communities.
How does James Jonathon Davidson charge for services?
James Jonathon Davidson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: specific project fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC CAPITAL MANAGEMENT INC?
STRATEGIC CAPITAL MANAGEMENT INC has approximately 1 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GLENDORA
Jonathan Kyle Krellwitz — K2 FINANCIAL INC.Kevin Takumi Kurimoto — K2 FINANCIAL INC.Allison Ranae Kapadia — K2 FINANCIAL INC.Travis John Bettfreund — K2 FINANCIAL INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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