Joshua Michael lydell Davis
Investment adviser representative at Edward Jones
15 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Edward JonesMar 2025 to now
- Eagle Strategies LLCSep 2022 to Mar 2025
- New York Life Insurance CompanyJun 2020 to Mar 2025
- Aperio InsightsMay 2019 to Jun 2020
- United Way of Greater ChattanoogaNov 2018 to May 2019
- UnemployedSep 2018 to Nov 2018
- The Maclellan FoundationJun 2011 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7267697
- Firm CRD
- 250