Jonathan
Davison

Austin Asset

CRD#4559738
Investment Advisor
in Austin, TX

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About this Advisor

Jonathan Davison is a certified financial planner based in Austin, Texas with a total of 17 years of relevant experience. Davison is currently employed by Austin Asset. Their career trajectory has included roles at Austin Asset Management Co. Davison holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Austin Asset is a registered investment firm that has its headquarters in Austin, TX. The firm has a total of 22 people on staff. It has $1 billion in assets between its 2,095 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm serves 13 charities and foundations. Of its 2,095 customer accounts, 69% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Austin Asset offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually vary depending on which services the firm provides the client. Fees charged by Austin Asset likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7200 North Mopac Expressway Suite 315
Austin, TX 78731

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Austin Asset Brokerage Details

Total Assets Under Management

$1,265,576,615

TX Average: $3,042,739,679
Total Number of Employees

22

TX Average: 49
Total Number of Accounts

2,095

TX Average: 2,315
Average Account Size

$604,094

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jonathan Davison Work History

Jonathan has been registered as a financial advisor for 17 years.*

2014 - Present (10 years)

Austin Asset Management Co

2010 - 2014 (4 years)

Austin Asset Management Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jonathan Davison 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 Austin Asset

Victoria Burress
Austin, TX
Samantha Gorny
Austin, TX
William Wike
Austin, TX
Dustin Kim
Austin, TX
Yuanyuan Che
Austin, TX
Laura Baird
Austin, TX
Gregory Vanwyk
Austin, TX
Jonathan Davison
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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