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James McDonald Dawson

Chief Operating OfficerBroadview Wealth Partners, LLCCRD 3161514

About James McDonald Dawson

James McDonald Dawson is listed as Chief Operating Officer at Broadview Wealth Partners, LLC in Boulder, CO. Form ADV reports a beneficial ownership band of Under 5%. James McDonald Dawson is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Broadview Wealth Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James McDonald Dawson work?

James McDonald Dawson is listed as Chief Operating Officer at Broadview Wealth Partners, LLC on SEC Form ADV.

How much of Broadview Wealth Partners, LLC does James McDonald Dawson own?

Form ADV reports a beneficial ownership band of Under 5%.

Broadview Wealth Partners, LLC

TitleChief Operating Officer
OwnershipUnder 5%
Control personYes
Since2025
View Broadview Wealth Partners, LLC →

Broadview Wealth Partners, LLC

TitleOwner Of Holding Company
OwnershipOver 75%
Control personYes
Since2025
View Broadview Wealth Partners, LLC →