Jim Davis is a qualified professional, working in Partnership Financial on the position of Owner. Jim Davis went to the Franklin University and received education there from 1992 to 1992. This professional has the following qualifications: Certified Financial Planner (R), Enrolled Agent, and Cfp Board. Columbus, Ohio is the area, where this person was lastly known to settle. Their contacts are accessed through SoftwareOfficial on demand.
Name variants:
James Davis
Last updated May 26, 2024
Contact Information
Last Update
Jul 7, 2022
Email
ji**@partnershipfinancial.com
Location
Columbus, OH
Company
Partnership Financial LLC
Workplace
Work History
Education
1992 — 1992
Occupations
Executive
Owner
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Business Coaching
Comprehensive Financial Planning
Personal Tax Planning
Retirement Planning
Investment Management
Insurance Planning
Portfolio Management
Financial Advisory
Retirement
Wealth Management
Financial Planners
Investment Advisory
Investments
Personal Finance
Finance
Financial Planning
Small Business
Estate Planning
Financial Goals
Asset Allocation
Strategic Financial Planning
Investment Strategies
Iras