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Jon Davis Tingey

Investment adviser representative at Tingey Advisors Inc
27 yearsExperience
1 stateRegistered in
CFADesignation
$477.7MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

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

27 years in the industry.

  1. Tingey Advisors IncApr 1999 to now
  2. Cannon Tingey Investment Advisors, IncApr 1999 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (UT).

Tingey Advisors Inc

Legal name: Cannon Tingey Investment Advisors Inc

$477.7MAssets managed
395Clients
2Advisers
11 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
4369207
Firm CRD
107539
Advisor's SEC record (opens in a new tab)
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