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Jim Davis, Financial Advisor serving the Lancaster, PA area - Ameriprise Advisors

Jim Davis

CFP®, BFA, CRPC, APMA, AIF®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Sylvan Capital Advisors
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • AIF® Accredited Investment Fiduciary®
  • CERTIFIED FINANCIAL PLANNER™ Practitioner

Education

  • B.A. Finance, Juniata College, 1992

Awards & recognition

  • Sylvan Capital Advisors, Ameriprise Client Experience Award, 2022
  • Sylvan Capital Advisors, Forbes Best-in-State Wealth Management Teams, 2025

Previous experience

  • Assistant Branch Manager, First National Trust Bank, Sunbury, PA, 1994-1996
  • Assistant Director of Admissions, Allegheny College, Meadville, PA, 1992-1994

Community participation

Assistant Scoutmaster, Scouts BSA

Interests

  • I enjoy running and playing soccer.
  • I'm kept active raising our children - Hope and Ian.
  • I enjoy fishing.
  • My wife Kelly and I enjoy bluegrass music.
  • I also enjoy hiking and backpacking.

Honored to receive recognition

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Sylvan Capital Advisors has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.