Jonathan Davis
Jonathan Davis is a registered investment advisor at E2i Financial Group, LLC, based in Boone, NC, with 11 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84 clients with $27M 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 - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees may be discounted at the firm's discretion but are not negotiable.
Fee Estimator
Location
Boone, NC
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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 owns JAD Financial Group, LLC, focusing on life insurance and income planning with fixed annuities, dedicating about half his time. He is also an Investment Advisor Representative at E2I Financial Group, LLC, an investment management firm, spending nearly full-time hours there.
Employment History
Current Registrations
E2i Financial Group, LLC
Previous Registrations
Horter Investment Management, LLC
State Registrations1 state
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