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James Vincent Danovich

Investment Adviser Representative at Advisory Services Network

Phoenix, AZCRD #2782748Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

James Vincent Danovich is an investment adviser representative in Phoenix, AZ, currently registered with Advisory Services Network and Calton & Associates, Inc. They have worked in the securities industry since 1996 and were previously registered with Money Concepts Capital Corp. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona.

Office

7227 N 16th Street Ste 230
Phoenix, AZ 85020

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Arizona
Broker:
6 states and territories

Arizona, Colorado, Georgia, Nevada, Oklahoma, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/30/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 10/29/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 1/7/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/29/1996

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Advisory Services NetworkCurrent
5/10/2024 – Phoenix, AZ
Calton & Associates, Inc.Current
3/21/2024 – Phoenix, AZ
Money Concepts Capital Corp
10/30/1996 – 3/14/2024Phoenix, AZ

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Money Concepts Capital Corp
    Jul 1996 – Mar 2024Mesa, AZ
  2. Danovich Financial & Tax Services, PLLC
    Sep 1995 – no end date reportedPhoenix, AZ
  3. Advisory Services Network, LLC
    Mar 2024 – no end date reportedAtlanta, GA
  4. Byzantine Catholic Eparchy of Phoenix
    Aug 2016 – Apr 2021Phoenix, AZ
  5. Calton & Associates, Inc.
    Mar 2024 – no end date reportedTampa, FL

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Advisory Services Network

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$25,000 (waivable)
Firm's annual rate schedule by assets
  • First $500,0002.25%
  • Next $1,500,000 (up to $2,000,000)1.75%
  • Next $3,000,000 (up to $5,000,000)1.50%
  • Assets Over $5 million1.25%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
250
Offices listed on AdvisorFinder:
26
Main office:
Atlanta, GA
SEC file number:
801-71112

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

Other advisors at Advisory Services Network

Showing 12 of 250 in the directory

View Advisory Services Network firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Vincent Danovich has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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James Vincent Danovich (Advisory Services Network)