Jon
Davidson
Cadaret, Grant & Co., Inc
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About this Advisor
Jon Davidson is a financial advisor based in Cazenovia, New York, working with Cadaret, Grant & Co., Inc. Jon has previously held positions at Cadaret, Grant & Co., Inc and Davidson Securities. Jon has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida and New York. Currently, Jon is part of Cadaret, Grant & Co., Inc, which operates out of Cazenovia, New York. The firm has 287 offices and 761 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cadaret, Grant & Co., Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cadaret, Grant & Co., Inc Brokerage Details
$6,873,332,863
761
25,405
$270,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jon Davidson Work History
Cadaret, Grant & Co., Inc
Cadaret, Grant & Co., Inc
Davidson Securities
Disclosures
Please visit the SEC profile of Jon Davidson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cadaret Grant & Co Inc
White Plains, NY
Melville, NY
Buffalo, NY
Syracuse, NY
Toledo, OH
Little Silver, NJ
Hornell, NY
Buffalo, NY
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