JO
James O'neill Davis
CRD 2660454
Firms
| Firm | Role | As of |
|---|---|---|
| Prudent Man Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Public Trust Advisors, Llc
Executive Chairman · Less than 5% · Dec 2024
-
Prudent Man Advisors, Llc
Executive Chairman · Less than 5% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗