James Davis | WM Investment Regional Mgr | Springfield, IL | U.S. Bancorp Wealth Management

Jim Davis

Portfolio Manager
U.S. Bank

217.753.7414

Primary Office
205 S 5th St
Springfield, IL 62794

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About Me

It is my pleasure to serve the financial needs of people in the Central Illinois area. I started in the financial industry in 1984 and later became a Regional Investment Manager. I hold a Bachelor of Science degree in finance from Marquette University in Milwaukee, Wisconsin, and a Master of Arts degree in economics from the University of Illinois - Springfield.

I want to make managing your finances as easy as possible for you. As your Portfolio Manager, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

Outside of work I spend my time as a member of the international service organization Rotary Club and am involved in the Finance Council for Catholic Diocese of Springfield. In my free time, I enjoy running, hiking and visiting family.

Area of focus

Investment Management

Capital Markets

Asset Allocation

Financial Planning

About Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.