Five Star award winner James Davis Whitehead, CFP®, BFA™, RICP®, CEPA®

PROFESSIONAL PROFILE

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James Davis Whitehead, CFP^®, BFA™, RICP^®, CEPA^®

CEO

Crown Financial Group

A financial advisory practice of Ameriprise Financial Services, LLC

1052 Brookfield Road

Memphis, TN 38119

Office: 901-682-5757

jim.whitehead@ampf.com
www.ameripriseadvisors.com/jim.whitehead

Professional Approach

Jim Whitehead: A Legacy of Integrity and Client-Centered Service

With over 30 years of experience serving clients and the local community, Jim Whitehead has built a career grounded in honesty, integrity, and a deep commitment to exceptional service. His approach is personal and attentive—he takes the time to understand each client’s unique financial situation, listens carefully to their goals, and works collaboratively to build lasting relationships that span generations.

At the heart of Jim’s work is Crown Financial Group (CFG), a full-service wealth management and financial services firm known for its trusted guidance and client-first philosophy. CFG has earned a strong reputation for delivering well-researched, customized financial strategies through a sophisticated planning model tailored to each investor’s needs.

Built on a foundation of trust and respect, Crown Financial Group remains at the forefront of the industry by offering comprehensive solutions to grow, manage, preserve, and transfer wealth. The firm’s tradition of excellence and community engagement has helped solidify its standing as a respected name in financial services.

In today’s increasingly complex financial landscape, Jim emphasizes the importance of a balanced, proactive approach to investing, risk management, tax planning, and wealth preservation. His goal is to help clients minimize risk while maximizing opportunity—always with a long-term perspective in mind.

Crown Financial Group is more than a financial firm—it’s a destination for individuals and families seeking to define and achieve their financial goals. With a passion for building meaningful, lifelong relationships, CFG empowers clients and associates alike to pursue their dreams with confidence.

See Accomplishments

This award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 01/08/2025 through 07/02/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 666 Memphis-area wealth managers were considered for the award; 42 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 600, 54, 9%, 10/1/24, 1/9/24 - 8/9/24; 2023: 542, 51, 9%, 10/1/23, 1/9/23 - 7/31/23; 2022: 489, 46, 9%, 10/1/22, 1/31/22 - 8/5/22; 2021: 548, 50, 9%, 10/1/21, 1/11/21 - 8/13/21; 2020: 542, 42, 8%, 10/1/20, 1/20/20 - 8/21/20; 2019: 544, 54, 10%, 10/1/19, 1/28/19 - 8/16/19; 2018: 548, 69, 13%, 10/1/18, 2/6/18 - 8/27/18; 2017: 400, 52, 13%, 10/1/17, 2/6/17 - 8/28/17; 2016: 447, 105, 23%, 9/1/16, 3/30/16 - 8/24/16; 2015: 690, 143, 21%, 10/1/15, 3/30/15 - 8/19/15; 2014: 1034, 152, 15%, 10/1/14, 3/30/13 - 8/19/13; 2013: 880, 166, 19%, 10/1/13, 3/30/12 - 8/19/12; 2012: 695, 166, 24%, 10/1/12, 3/30/11 - 8/19/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.