Skip to content
Skip to Client Access
James Dawson
Home
Our Clients
Our Clients
Families & Individuals
Healthcare Professionals
Retirees
Services
Services
PerFORM Planning System
Services
Services
Financial Planning
Portfolio Management
Retirement Planning
Risk Management
About Us
About Us
James Dawson
Dawn M Jones
Kip Knappett
Leslie Glebe
David Fellows
Newsletters
Mission and Vision
News and Events
In the Community
About Raymond James
Resources
Resources
WorthWhile
Insights & Commentary
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your Team
Freezing Your Credit
Are your important docs secure?
Client Access Videos
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Contact
Calendars
Calendars
Jamie Dawson
David Fellows
Client Access
Access ID
Password
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
1212 Pearl St Ste 200
Boulder, CO 80302-5480
T
303.323.4293
F
303.323.4295
Map and Directions
Map and Directions
News and Events
Our office hours:
Monday through Thursday - 8:00am to 3pm
Friday - Closed (but available via phone 9am-2pm)