Unclaimed Profile

James Jonathon Davidson

STRATEGIC CAPITAL MANAGEMENT INC·GLENDORA, California

SIE, Series 6, Series 7, Series 24, Series 6321 years registeredSTRATEGIC CAPITAL MANAGEMENT INC

180 N. GLENDORA AVE., GLENDORA, CA 91741CRD# 1614560Firm CRD# 111475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Jonathon Davidson · GLENDORA, CA

Registration

CRD #1614560 · STRATEGIC CAPITAL MANAGEMENT INC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC CAPITAL MANAGEMENT INC

STRATEGIC FINANCIAL

Jan 2013 – Dec 2016

CLAREMONT, CA

STRATEGIC FINANCIAL

Aug 2012 – Dec 2012

GLENDORA, CA

PRIVATE WEALTH ADVISORS, INC.

Jan 2009 – Mar 2009

RANCHO CUCAMONGA, CA

PRIVATE CONSULTING GROUP, INC.

Mar 2006 – Dec 2008

RANCHO CUCAMONGA, CA

STRATEGIC FINANCIAL

May 2005 – Dec 2011

CLAREMONT, CA

NFP SECURITIES, INC.

Jan 2005 – Mar 2006

PALMDALE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · January 21, 2005

Years registered · 21

Disclosure History

2015Judgment / Lien

2013Customer Dispute·Pending

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

STRATEGIC CAPITAL MANAGEMENT INC

CRD 111475 · SEC 801-57542

AUM

$53M

Regulatory assets under management

Employees

89 client accounts

Services offered by STRATEGIC CAPITAL MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does James Jonathon Davidson offer?

James Jonathon Davidson specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with STRATEGIC CAPITAL MANAGEMENT INC.

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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