Jonah Davis (CRD# 7303577) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Bluff, VA and has over 2 years of experience in the finance industry.
CRD# 2762026
Raymond James Financial Services Advisors, Inc.
CRD# 5375352
Capital Advisor Network
CRD# 1307064
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Cedar Bluff, VA | May 2024 - Current | < 1 |
| Securities America Advisors | Cedar Bluff, VA | Aug 2022 - May 2024 | 1 |
| Securities America, Inc. | Cedar Bluff, VA | Jun 2021 - May 2024 | 2 |
| South Guard Advisors | Cedar Bluff, VA | Oct 2019 - May 2024 | 4 |
| Phaidon International | Charlotte, NC | Jan 2018 - Sep 2020 | 2 |
| University Of The Pacific | San Francisco, CA | Aug 2017 - Aug 2018 | 1 |
| Virginia Tech | Blacksburg, VA | Aug 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- VA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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