Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J? Claim Your ProfileJ W Davis is an active Investment Advisor Representative associated with Butler-Davis Financial Group, LLC, a firm based in Covington, Georgia. J W Davis has been in the financial services industry for more than 17 years. J W Davis is also an Independent Insurance Agent and the Chief Operating Officer of Butler-Davis Tax & Accounting LLC. J W Davis is licensed to provide financial advice in Georgia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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GA
07/13/2022 - Present
Butler-Davis Financial Group, LLC (Covington GA)
GA
07/12/2018 - 02/04/2022
AVANTAX INVESTMENT SERVICES, INC. (Conyers GA)
GA
01/14/2015 - 12/31/2017
HD VEST INVESTMENT SERVICES (Conyers GA)
GA
11/14/2003 - 12/31/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/17/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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