Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathon Bolles Davis

Ameritas Investment Company, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathon? Claim Your Profile

About Jonathon Bolles Davis

Jonathon Bolles Davis is a financial advisor with Ameritas Investment Company, LLC, in Boca Raton, Florida. Jonathon has been in the securities industry since 2014. Jonathon has passed the Securities Industry Essentials Examination and the General Securities Representative Examination. Jonathon is registered with the state of Florida.

Firm Information

Jonathon Davis is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathon Davis’s Registration & Firm History

FL

10/14/2014 - Present

Ameritas Investment Company, LLC (BOCA RATON FL)

Not sure if Jonathon Bolles Davis is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathon Bolles Davis.
Not sure if Jonathon Bolles Davis is right for you?