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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonnathan? Claim Your ProfileJonnathan Paul Davis is an investment advisor representative at Prime Capital Financial. Jonnathan has been in the industry since 2007 and has experience working with a variety of clients, including individuals, families, and businesses. Jonnathan's areas of expertise include financial planning, retirement planning, and investment management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
AR
08/01/2017 - Present
Prime Capital Financial (Little Rock AR)
AR
04/25/2018 - 12/01/2022
PRIVATE CLIENT SERVICES, LLC (Little Rock AR)
AR
12/02/2011 - 05/01/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (LITTLE ROCK AR)
AR
08/11/2011 - 12/05/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (LITTLE ROCK AR)
AR
02/19/2009 - 08/28/2009
INTERSECURITIES, INC. (LITTLE ROCK AR)
BOTH
Issued 03/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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