E2i Financial Group, LLC

E2i Financial Group, LLC (CRD# 167078) is a financial advisory firm headquartered in Charlotte, NC. They manage $25,037,526 in 76 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
13850 Ballantyne Corp Place, Suite 500, Charlotte, NC 28277
http://e2ifinancial.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $329,441
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at E2i Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Davis, financial advisor Boone NC
Jonathan A. Davis
CRD#: 6438484
Boone, NC

Jonathan Davis (CRD# 6438484) is an Investment Advisor Representative working at E2i Financial Group, LLC in Boone, NC and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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