Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Davy is a financial professional registered with Wells Fargo Securities, LLC. Jonathan is licensed to conduct business in 53 states and has experience in the industry since 2016. Jonathan is also registered with FINRA and the Series 79 and 79TO exams.
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.
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.
1
2
TX
12/20/2022 - Present
Wells Fargo Securities, LLC (HOUSTON TX)
TX
09/19/2016 - 04/14/2020
WELLS FARGO SECURITIES, LLC (HOUSTON TX)
BC
Issued 03/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Davy is the right advisor for you? Invested Better is here to help.
