With more than 30 years of financial advisory experience, Jim specializes in wealth planning and portfolio management. Before joining Davenport in 2009, Jim worked for 19 years as a Financial Advisor for Merrill Lynch. He is Series 7, 63, and 65 registered and licensed to sell long-term care insurance.
Jim offers comprehensive wealth management, retirement plan analysis, and professional portfolio management solutions. Each client will have access to Davenport Asset Management or other professional money managers, as well as mutual funds and annuities for constructing portfolios. Additionally, he offers the expertise to build custom stock and bond portfolios and strategies to create reliable income. In the end, his objective is simple: to help clients achieve their individual goals.
Jim graduated from Georgia Tech in 1960 with a degree in industrial engineering. He is actively involved with the Peter Paul Development Center, an outreach and community center in Richmond’s East End. Each year, Jim and his wife collaborate with local service organizations and churches to host an annual Wounded Warrior Fishing Day. When he is not at work, Jim operates a fruit and vegetable farm and enjoys researching and planting new heirloom vegetables. He frequently turns his farmhouse kitchen into a test kitchen to evaluate new varieties of fruits and vegetables.
All investing carries risk.
Jim Smythe is registered with the Financial Industry Regulatory Authority (FINRA) to offer securities and advisory services to clients who reside in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, and West Virginia.
Jim is licensed to offer insurance and annuity products to residents in North Carolina, New Hampshire and Virginia.