Jonathan
Davis

Financial Advocates Investment Management

CRD#6163013
Investment Advisor
in Spokane, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

502 W Riverside Ave Suite 201
Spokane, WA 99201

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Financial Advocates Investment Management Brokerage Details

Total Assets Under Management

$3,854,677,483

WA Average: $3,566,627,242
Total Number of Employees

99

WA Average: 46
Total Number of Accounts

19,268

WA Average: 1,499
Average Account Size

$200,056

WA Average: $2,379,338

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

2024 - Present (0 year)

Fellowship Financial Planning, LLC

2022 - Present (2 years)

Financial Advocates Investment Management

2013 - 2022 (9 years)

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

Grant Smith
Olympia, WA
James Morrison
Yakima, WA
Brock Bennion
Olympia, WA
Brian Jacobus
Olympia, WA
Thomas Delaney
Olympia, WA
Crystal Beineke
Edmonds, WA
Jason Berglund
Sequim, WA
Travis Stolcis
Olympia, WA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started