Jonathan Davison, financial advisor Austin TX

Jonathan Davison

CRD Number: 4559738
Current Firm: Austin Asset

Jonathan Davison (CRD# 4559738) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 21 years of experience in the finance industry. Jonathan Davison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Austin Asset Management Company Austin, TX Apr 2014 - Current 9
Austin Asset Management Company Austin, TX Dec 2010 - Apr 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Jonathan D. Davison
Phone Number: 512-453-6622
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,266
    MILLIONS
  • Total Number of Accounts
    2,095
    ACCOUNTS
  • Average Account Value
    $604,094
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, TX

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