David R. (“Dave”) Davis joined First Northern Bank in September 2007 as a vice president and a Raymond James Financial Advisor. He brings nearly 30 years of investment advisory experience to First Northern Bank. For the past 17 years, Dave managed the investment department of Placer Sierra Bank, where he provided financial investment and advisory services to his clients.
As a Raymond James Financial Advisor, Dave works with clients throughout the Auburn, Roseville and Sacramento areas to help them meet their financial goals through a variety of non-FDIC-insured investment and brokerage services.
Dave, who has lived in Roseville for 17 years, holds a Master’s in Business Administration in Finance from John F. Kennedy University. He and his wife, Susan, have three children.
James D. (“Jim”) Belenis joined First Northern Bank in April 2008 as a Raymond James financial advisor; he has 17 years’ experience as a financial advisor. Jim is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Asset Management Specialist (AAMS), and Equity Management Specialist (EMS). He most recently served as a Limited Partner, Financial Advisor and Regional Trainer for Edward Jones.
As a Raymond James Financial Advisor, Jim works with clients throughout the Dixon and Davis areas to help them meet their financial goals through a variety of non-FDIC-insured investment and brokerage services including Relative Strength Asset Allocation.
Jim, a Davis native, holds a Master’s in Business Administration in Finance from National University in San Diego and a Bachelor of Science in Agricultural and Managerial Economics from the University of California, Davis. He is a member of the Sacramento Estate Planning Council, and Davis Sunrise Rotary Club. He is also currently serving as an AYSO Select Soccer Coordinator, and Board Member for AYSO Soccer. Jim and his wife of 24 years, Alice, have three children 16, 13 and 9.
Christopher C. “Chris” Bradford joined First Northern Bank in March 2009 as a Raymond James Financial Advisor. He brings more than eight years of financial advisory experience to First Northern Bank. He most recently served as a Financial Planner for Edward Jones Investments.
As a Raymond James Financial Advisor, Chris works with clients throughout the Sacramento and West Sacramento service areas to help them meet their financial goals through a variety of non-FDIC-insured investment and brokerage services.
Chris, a Sacramento-area native, holds a Bachelor of Arts degree from the University of California, Davis. While a full-time undergraduate at UC Davis, he also worked as Assistant Football Coach, a position he filled for seven years, until 2002. Very active in the community, Chris has served on the Board of Directors of the West Sacramento Chamber of Commerce since 2007; he is currently serving as President-Elect and will become President next year. Chris has also served as Treasurer on the Board of Directors of the West Sacramento Rotary Club since 2005.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
