Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Davison is a financial advisor with Austin Asset. Jonathan has been in the financial industry since 2002. Jonathan's primary business focus is providing investment advisory services. Jonathan is registered with the state of Texas. Jonathan is also a Certified Financial Planner.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
10/25/2006 - Present
Austin Asset (AUSTIN TX)
TX
04/16/2004 - 07/21/2006
RBC DAIN RAUSCHER INC. (HOUSTON TX)
NJ
09/10/2002 - 05/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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