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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Davis is a financial advisor with Valmark Advisers, Inc. located in Jackson, MS. Jonathan has been in the industry since 2004 and holds the Series 6, Series 63, and Series 65 licenses. Jonathan specializes in financial planning, pension consulting, portfolio management for individuals, businesses, and investment companies, and selection of other advisers. Jonathan is a licensed advisor in Alabama, Arkansas, Florida, Georgia, Iowa, Louisiana, Mississippi, and Virginia.
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.
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.
Consulting
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.
1
2
MS
01/27/2022 - Present
Valmark Advisers, Inc. (Jackson MS)
MS
08/01/2013 - 10/18/2021
THE LEADERS GROUP, INC. (Jackson MS)
MS
04/01/2009 - 07/20/2012
LPL FINANCIAL LLC (JACKSON MS)
MS
06/20/2005 - 03/03/2009
NEW ENGLAND SECURITIES (JACKSON MS)
CT
07/07/2004 - 06/29/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CT
02/06/2004 - 05/20/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
IA
Issued 06/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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