Jonathan D. Davey

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CRD#: 4352127

Professional summary

Jonathan Dean Davey was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Jonathan is a previously registered financial advisor and started their career in finance in 2003. Prior to being barred, Jonathan had worked at 1 firm, which includes DIVINE STEWARDSHIP LLC.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 15, 2003 - August 17, 2010

DIVINE STEWARDSHIP, LLC

RIA

CRD#: 108291

NEWARK, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

Series 63

Date: 11/2/2000

Uniform Securities Agent State Law Examination

Current firm

No current employment

Red Flags

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