Jonnathan Davis, financial advisor Little Rock AR
90 score

Jonnathan Davis

CRD Number: 5534978
Current Firm: Lawing Financial Inc.

Jonnathan Davis (CRD# 5534978) is an Investment Advisor Representative working at Lawing Financial Inc. in Little Rock, AR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lawing Financial Inc. Overland Park, KS Apr 2013 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA Dec 2011 - Current 5
Hagan Newkirk Financial Services Little Rock, AR Jan 2007 - Current 9
Transamerica Financial Advisors, Inc. Little Rock, AR Jul 2011 - Dec 2011 < 1
Intersecurities, Inc. St Petersburg, FL Dec 2008 - Aug 2009 < 1
Harding University Searcy, AR Aug 2004 - May 2008 3
Bank Of Little Rock Little Rock, AR Jul 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Jonnathan P. Davis
Phone Number: 913-491-6226
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    2,572
    MILLIONS
  • Total Number of Accounts
    2,075
    ACCOUNTS
  • Average Account Value
    $1,239,297
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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
Types of Clients
Registered States

AR, CA, CO, FL, GA, IA, IL, KS, KY, LA, MA, MI, MN, MO, NE, OH, OK, TN, TX, VA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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