James Diersen, CFP® offers consultative investment management leaning on his 14 years of experience in the financial services industry and drawing on the extensive resources at Davenport. He takes the time to listen to each individual’s personal situation to craft a customized portfolio based on their goals while utilizing fundamental and quantitative analysis. True to the Davenport culture, he invests his own wealth in the same strategies he recommends to his clients. James specializes in working with retirees, executives, business owners, and employees transitioning companies.
James Diersen is registered with the Financial Industry Regulatory Authority to offer securities services to clients who reside in Arkansas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Kentucky, Louisiana, Maryland, Minnesota, Montana, North Carolina, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virgin Islands, Virginia, Washington and Wisconsin. James is licensed to offer insurance and annuity products to residents in North Carolina, South Carolina, Tennessee, Virginia and Wisconsin.