Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon McElhaney is a financial advisor registered with Davenport & Co. LLC in Richmond, Virginia. Jon is a Chartered Financial Analyst and has been in the industry since 1998. Jon's previous experience includes roles at Wells Fargo Clearing Services, LLC and First Union Capital Markets Corp. Jon specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
04/01/2019 - Present
Davenport & Co. LLC (RICHMOND VA)
TX
10/01/1999 - 03/27/2019
WELLS FARGO CLEARING SERVICES, LLC (AUSTIN TX)
NC
12/14/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 02/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 03/10/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 3 - National Commodity Futures Examination
BC
Issued 12/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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