Jason Alford
Jason Alford is a registered investment advisor at Davenport & Company LLC, based in Lynchburg, VA, with 16 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 17,724 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Rates shown are for standard equity wrap fee programs. Fixed-income only accounts range from 0.40% to 0.20%. Other specialized programs and fee structures are available.
Fee Estimator
Location
1104 Commerce St., P.O. Box 570, Lynchburg, VA, 24504
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2022Other Business Activities
Jason owns Alford Enterprise, a rental property, and Alford Capital, LLC, a passive real estate investment company. He also owns Count Your Blessings Farm, a beef cattle farm, and is a board member for Harmony Day Support, dedicating minimal time to the latter two activities.
Employment History
Current Registrations
Davenport & Company LLC
Davenport & Company LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
MML Investors Services, INC.Broker
State Registrations17 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.
Exams
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