John Caldwell Westfall
Investment adviser representative at Davenport & Company LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$24.7BFirm 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 assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
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
13 years in the industry.
- Davenport & Company LLCJul 2023 to now
- University of the South: SewaneeJul 2022 to May 2023
- Truist Foundations and Endowments GroupJun 2022 to Aug 2022
- University of the South: SewaneeJul 2021 to May 2022
- PmcJun 2021 to Aug 2021
- Rondevoo LLCJun 2021 to Aug 2021
- University of the South: SewaneeJul 2020 to May 2021
- Technology Integration GroupJun 2020 to Aug 2020
- University of the South: SewaneeJul 2019 to May 2020
- Technology Integration GroupJun 2019 to Aug 2019
- St. Christopher'sAug 2013 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Davenport & Company LLC
$24.7BAssets managed
17,724Clients
339Advisers
49 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
- 7785695
- Firm CRD
- 1588