Financial Advocates Investment Management
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About this Advisor
Jonathan Davis is a certified financial planner working in Spokane, Washington, who has 1 year of industry experience. Davis works at Financial Advocates Investment Management. Their career trajectory has included roles at Lpl Financial LLC and Financial Advocates Investment Management. Davis holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Financial Advocates Investment Management is a business that has its headquarters in Olympia, WA. The company has offices in 71 locations and a total of 149 advisors. It handles $4 billion in total assets among its 20,722 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 26 charities and foundations. Of its 20,722 accounts, 25% are held by high-net-worth clients who have at least $1 million in assets. The firm has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees depend on which services the firm provides the client. Fees charged by Financial Advocates Investment Management likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Financial Advocates Investment Management Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jonathan Davis Work History
Jonathan has been registered as a financial advisor for 1 years.*
Financial Advocates Investment Management
Lpl Financial LLC
*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.
Please visit the SEC profile of Jonathan Davis 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 Financial Advocates Investment Management
Rock Springs, WY
Oregon City, OR
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 firstname.lastname@example.org.
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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.