Jim David Email & Phone Number
Senior Wealth Advisor @ Focus Partners Wealth
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Jim David Location
- Fairfax, VA, US
Jim David Work
- 2025 -now Senior Wealth Advisor @
- 2012 -2025 Managing Member @ David Wealth Management, LLC
- 2009 -2012 Investment and Strategic Advisor @
- 1999 -2009 Managing Director - Private Wealth Group @
- 1998 -1999 Director - Tax @
- 1993 -1998 Managing Member @ David & Samson PLLC
- 1988 -1993 TPIC @ Kenneth Leventhal & Co
Jim David Education
- Georgetown University - The McDonough School of Business
Master of Science (MS) (Taxation)
1987-1989 - The College of William and Mary
Master of Business Administration (MBA) (Accounting)
1981-1983 - Cornell University
Bachelor’s Degree (School of Hotel Adminstration)
1975-1979
Jim David Summary
- Jim David, based in Fairfax, VA, US, is currently a Senior Wealth Advisor at Focus Partners Wealth. Jim David brings experience from previous roles at David Wealth Management, LLC, Brown Advisory, FBR and CBIZ. Jim David holds a 1987 - 1989 Master of Science (MS) in Taxation @ Georgetown University - The McDonough School of Business. Jim David has 1 emails and 2 mobile phone numbers on RocketReach.
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