Jonathan
Davis
Financial Advocates Investment Management
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About this Advisor
Jonathan Davis is a financial advisor based in Spokane, Washington, working with Financial Advocates Investment Management. Jonathan has previously held positions at Lpl Financial LLC, Financial Advocates Investment Management, and Fellowship Financial Planning, LLC. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Jonathan is part of Financial Advocates Investment Management, which operates out of Spokane, Washington. The firm has 56 offices and 99 employees. The firm manages assets totaling $3.9 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, and pension consulting services. The fee structure at Financial Advocates Investment Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Advocates Investment Management Brokerage Details
$3,854,677,483
99
19,268
$200,056
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
Fellowship Financial Planning, LLC
Financial Advocates Investment Management
Lpl Financial LLC
Disclosures
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
Yakima, WA
Olympia, WA
Olympia, WA
Olympia, WA
Olympia, WA
Sequim, WA
Edmonds, WA
Rock Springs, WY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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