Jason Alford
Jason Alford is a registered investment advisor at Davenport & Company LLC, based in Lynchburg, VA, with 15 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 16,512 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Davenport offers several investment management programs with different fee structures. Some programs have a wrap fee that bundles investment advice, custody, and brokerage services. Others charge fees based on assets under management, plus commissions on trades. The exact fees vary depending on the program you choose and the amount you invest. Some programs are no longer offered to new clients. Fees are generally billed quarterly, either in advance or after the fact. Some programs are only available on a wrap fee basis, while others are only available on a fee and/or commission basis.
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.