Jonathan Davis, financial advisor Spokane WA
89 score

Jonathan Davis

CRD Number: 6163013
Current Firm: Lpl Financial LLC

Jonathan Davis (CRD# 6163013) is an Investment Advisor Representative working at Lpl Financial LLC in Spokane, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Spokane, WA Feb 2013 - Current 3
Nordstrom Inc. Spokane, WA Mar 2012 - Mar 2013 1
Paradise Fibers Spokane, WA Oct 2011 - Mar 2012 < 1
Steamplant Grill Spokane, WA Oct 2011 - Nov 2011 < 1
Unemployed Spokane, WA Sep 2011 - Oct 2011 < 1
Union Gospel Mission Spokane, WA Jun 2011 - Aug 2011 < 1
Red Robin International Inc. Whittier, CA Jul 2008 - Jun 2011 2
Whittier Hills Baptist Church Whittier, CA Sep 2003 - Jul 2009 5
Costco Wholesale Inc. La Habra, CA Nov 2007 - Jul 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Jonathan M. Davis
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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