James O. Davidson, ChFC®, CLU®, RFC®

James Owen Davidson is a fourth generation resident of the state of Nebraska. Jim grew up in O'Neill, proudly served in the U.S. Army for three years, and graduated from the University of Nebraska-Kearney. Jim began his full-time career in the financial services industry in 1974. His professional designations include Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Registered Financial Consultant (RFC), and he is a Chartered Advisor for Senior Living. Jim holds Series 7, 63 and 65 securities licenses as well as life and health insurance licenses in numerous states. He is licensed with the Financial Industry Regulatory Authority (FINRA) as an Investment Advisory Representative, as well as being a Certified Financial Educator (CFE). Jim is a great listener and is a problem solver working closely with clients and their families for over 35 years. His strengths are strategic planning for families, seniors, and small business owners. He seeks first to understand, and then be understood. His professional philosophy is there should always be a win-win situation, but above all keeps the client first in his business relationships.