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Advisors / Virginia / Alexandria
10yrs

James Emanuelson

Financial advisor at Avenir

James Emanuelson is a fiduciary financial advisor in Alexandria, Virginia, with 10 years in the industry. After two years at Merrill and two years at Davidson Park Capital, James joined Avenir in 2022, a firm offering investment management and private fund management. James holds the CFA designation.

One of 366 advisors with offices in Alexandria, and one of 348 fiduciaries.

Alexandria, VA 22314CFAFiduciary advisor
Call the officeDirections

At a glance

Experience10 years (since 2016)
How that compares ?10 years in the industry
Office277 South Washington Street Suite 350, Alexandria, VA 22314
FirmAvenir
How the firm is paid ?Percent of assets
Typical client at the firm ?$5.5 million
Advisors at the firm3
States licensed ?1 state

Services through Avenir

Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutions

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2022 – now
    Avenir CorporationCurrent firm
  2. Aug 2019 – Feb 2021
    MerrillPreviously
  3. Jun 2017 – May 2019
    Davidson Park Capital, LLCPreviously

Questions to ask James

Tailored to James’s registration and firm.

  1. Where would my money be held, and will I get statements directly from that firm?
  2. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About James

How do I contact James?

Call Avenir at (202) 659-4427 and ask for James Emanuelson. James works from the Alexandria, VA office.

How long has James been a financial advisor?

James has been in the industry since 2016, about 10 years. 10 years in the industry.

What licenses does James hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is James a fiduciary?

James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is James paid?

Avenir reports being paid by a percentage of the assets they manage. Ask James for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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