Jonathan Davis is a registered investment advisor, based in Jackson, MS, with 21 years of industry experience.
Location
2630 Ridgewood Road, Suite C, Jackson, MS, 39216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is the President of Leinster Financial Inc., serving clients as a financial advisor and handling investment advisory, securities, and insurance-related products, dedicating nearly full-time hours to this role. He also works as an independent contractor for Insurance Solutions Group, Inc. and Insurance Consulting Group, developing and maintaining life and group health insurance policies, respectively, spending a few hours per week on these activities. Jonathan is also a partner at Rivertree Financial Planning, LLC, dedicating about a quarter of his time.
Employment History
Current Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Tlg Advisors, INC.
The Leaders Group, INC.Broker
Sowell Management Services
LPL Financial LLC
LPL Financial LLCBroker
New England SecuritiesBroker
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLCBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.