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James Huber Davis

CHASE INVESTMENT SERVICES CORP.·CHICAGO, Illinois
Series 27Clean recordCHASE INVESTMENT SERVICES CORP.
300 SOUTH RIVERSIDE PLAZA, CHICAGO, IL 60606-2003CRD# 4166100Firm CRD# 25574

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Huber Davis · CHICAGO, IL
Registration
CRD #4166100 · CHASE INVESTMENT SERVICES CORP.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 27
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CHASE INVESTMENT SERVICES CORP.
CRD 25574 · SEC 801-36407
AUM
$29.9B
Regulatory assets under management
Employees
1,000
182,239 client accounts
Services offered by CHASE INVESTMENT SERVICES CORP.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Introduction

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04

Frequently Asked Questions

What services does James Huber Davis offer?
James Huber Davis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.
What are James Huber Davis's credentials?
James Huber Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Huber Davis located?
James Huber Davis is based in CHICAGO, Illinois, working with CHASE INVESTMENT SERVICES CORP.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does James Huber Davis charge for services?
James Huber Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHASE INVESTMENT SERVICES CORP.?
CHASE INVESTMENT SERVICES CORP. has approximately 1000 employees and manages $29.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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