About this Advisor
Davis Whitten is a financial advisor operating out of Madison, Alabama, who has 11 years of financial industry experience. Whitten is currently employed by Edward Jones. Their career trajectory has included roles at Edward Jones, Keller Community Pharmacy, Whitten Lawn Care, Counts Farms and Full Time Education. Whitten maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alabama, Missouri and Texas. Edward Jones is an advisory firm that has its headquarters in Madison, Alabama. The firm has offices in 14,439 locations and a total of 25,919 financial advisors. It handles $423 billion in total assets across its 3,336,586 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 1,064 charities and foundations. Of its 3,336,586 accounts, just 10% belong to high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a wide assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. Fee types charged by Edward Jones likely include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Davis Whitten Work History
Davis has 11 years of experience.
Keller Community Pharmacy
Whitten Lawn Care
Full Time Education
Davis Whitten has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones