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John Paul Davis

Stonehaven, LLC

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About John Paul Davis

John Paul Davis is a financial advisor with over 20 years of experience in the industry. John is registered with FINRA as a general securities representative and holds a Series 63 and Series 66 license. Currently, John is employed by Stonehaven, LLC, a firm with a strong reputation for providing exceptional financial guidance. Previously, John has worked with a range of firms including Edward Jones, NYLIFE Securities LLC and JMP Securities LLC. John's extensive background and dedication to helping clients achieve their financial goals make John a valuable resource for individuals seeking comprehensive financial advice.

Firm Information

John Davis is currently registered with Stonehaven, LLC. Stonehaven, LLC is a Limited Liability Company formed in October 2001 and is registered in all 50 states and the District of Columbia. They have one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

46

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.

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.

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John Davis’s Registration & Firm History

NY

04/01/2022 - Present

Stonehaven, LLC (NEW YORK NY)

CA

03/29/2017 - 11/27/2018

EDWARD JONES (SAN RAFAEL CA)

CA

03/12/2014 - 04/07/2015

NYLIFE SECURITIES LLC (SAN FRANCISCO CA)

CA

09/05/2008 - 04/18/2012

THE BENCHMARK COMPANY, LLC (SAN RAFAEL CA)

CA

03/08/2005 - 07/14/2008

JMP SECURITIES LLC (SAN FRANCISCO CA)

CA

08/17/2004 - 02/24/2005

JONESTRADING (THOUSAND OAKS CA)

NY

01/30/2003 - 07/27/2004

FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)

NY

10/01/1997 - 04/03/2002

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

CA

02/28/1991 - 10/01/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 05/10/2022

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 05/02/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/26/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Paul Davis.
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