John Elbert Davis
Investment adviser representative at Chicago Investment Advisory Council, Inc.
28 yearsExperience
1 stateRegistered in
$230MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- J.W. Cole Financial, Inc.Oct 2007 to now
- Chicago Investment Advisory Council, Inc.Jun 1998 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (IL).
Chicago Investment Advisory Council, Inc.
$230MAssets managed
1,105Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2753428
- Firm CRD
- 123243