linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Melville Davis

Sowell Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Melville Davis

John Melville Davis is a financial advisor currently registered with Sowell Management, located in North Little Rock, Arkansas. John has been in the financial services industry since January 19, 2018. John has a Series 66, Series 7 and SIE license. John is also an Independent Insurance Agent offering life, variable life, and annuity insurance products. John has been registered as a broker with Raymond James & Associates, Inc. since January 2, 2018, and is registered in Arkansas and Texas as a broker. John is also registered with the State of Arkansas as an Investment Advisor Representative.

Firm Information

John Davis is currently registered with Sowell Management. Sowell Management is an independent wealth management firm with a focus on providing customized financial planning and investment management services to individuals, families, and businesses. The firm has a strong track record of success in helping clients achieve their financial goals. Sowell Management is headquartered in NORTH LITTLE ROCK, AR and manages over $3.3 billion in assets for over 13,000 clients.
Sowell Management

5320 NORTHSHORE DRIVE

NORTH LITTLE ROCK, AR 72118

$3.33B

Assets Under Management

Not reported

Total Clients

90

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Davis’s Registration & Firm History

AR

07/10/2023 - Present

Sowell Management (NORTH LITTLE ROCK AR)

AR

01/02/2018 - 04/13/2023

RAYMOND JAMES & ASSOCIATES, INC. (LITTLE ROCK AR)

Not sure if John Melville Davis is right for you?

Licenses & Designations

BOTH

Issued 03/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Melville Davis.
Not sure if John Melville Davis is right for you?