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Jonathan Davies

Ocean Financial Services, LLC

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About Jonathan Davies

Jonathan Davies is a financial advisor who holds the Series 7TO, Series 63, and Series 65 licenses. He is currently registered with Ocean Financial Services, LLC in Florida. Jonathan has been in the financial industry since August 17, 2023 and is actively pursuing a career in financial services.

Firm Information

Jonathan Davies is currently registered with Ocean Financial Services, LLC. Ocean Financial Services, LLC is a Limited Liability Company that was formed on January 19, 2010. The firm is registered in California, Delaware, Florida, Michigan, New York, North Carolina, Texas, and Wyoming, and is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6

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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Jonathan Davies’s Registration & Firm History

FL

08/18/2023 - Present

Ocean Financial Services, LLC (MIAMI FL)

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Licenses & Designations

BC

Issued 11/10/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/28/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Davies.
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