James Davis CFP^®, AIF^®  

Partner

Jim is a financial planning professional with Equitable Advisors. He joined Equitable Advisors in November of 2020.

Jim has over 20 years of financial planning experience. He earned the professional designations CERTIFIED FINANCIAL PLANNER™, AIF®, CFS®, CAS® and has a Master of Science in Financial Services (MSFS). Jim holds FINRA series 7,9,10,63 & 66 licenses. Prior to joining Equitable, Jim was a Financial Planning Professional at ING/Voya Financial and was a Branch Manager at TD Ameritrade.   

Jim is part of the Retirement Benefit Group division of the Equitable, where he helps those employees in the education industry meet their financial needs.  His specialties include wealth management, Employer Sponsored Plans, retirement planning, and knowledge of the New York State Teachers Retirement system.

Contact Information

^{CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.}

^{i.      Disclosure – The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@Equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@Equitable.com.}