Jonathan M Davis
Investment adviser representative at Valmark Advisers, Inc.
14 yearsExperience
9 statesRegistered in
$10.2BFirm assets
28 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
Experience
14 years in the industry.
- Valmark Advisers, Inc.Oct 2021 to now
- Valmark Securities, Inc.Oct 2021 to now
- Rivertree Financial PlanningAug 2013 to now
- The Leaders Group, Inc.Aug 2013 to Oct 2021
- Sowell Management SvcsJul 2012 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 9 states (AL, AR, CO, FL, GA, LA, MS, SC, VA).
Valmark Advisers, Inc.
Legal name: Valmark Advisers Inc
$10.2BAssets managed
14,890Clients
265Advisers
28 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
- 4751388
- Firm CRD
- 108050