Jonathan D. Davison

AUSTIN ASSET

AUSTIN, TX 78731

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CRD#: 4559738

Professional summary

Jonathan David Davison, CFP® is a registered financial advisor currently at AUSTIN ASSET located in Austin, Texas.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jonathan has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Jonathan David Davison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

October 25, 2006 - Present

AUSTIN ASSET

Office #1: 7200 North Mopac Expressway Suite 315, Austin, TX 78731

RIA

CRD#: 105441

AUSTIN, TX

Past

April 16, 2004 - July 21, 2006

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

HOUSTON, TX

Past

April 16, 2004 - July 21, 2006

RBC CAPITAL MARKETS, LLC

CRD#: 31194

HOUSTON, TX

Past

September 30, 2002 - May 10, 2004

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SUGARLAND, TX

Past

September 10, 2002 - May 10, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AUSTIN ASSET

AUSTIN ASSET | JHM CONSULTING, INC. IS NEW FULL LEGAL NAME | JHM CONSULTING, INC. | AUSTIN ASSET MANAGEMENT CO

CRD#: 105441 / SEC#: 801-32217

RIA

Registered Investment Advisory firm - (6/9/1988 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(10/25/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/27/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/9/2002

General Securities Representative Examination

Current Firm

AUSTIN ASSET

AUSTIN ASSET | JHM CONSULTING, INC. IS NEW FULL LEGAL NAME | JHM CONSULTING, INC. | AUSTIN ASSET MANAGEMENT CO

CRD#: 105441 / SEC#: 801-32217

RIA

Registered Investment Advisory firm - (6/9/1988 Approved)

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Contact information

Main Address

7200 N. Mopac, Suite 315, Austin, TX 78731

Mailing Address

Phone number

(512) 453-6622

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A SEPTEMBER 2025 (9/10/2025)

Regulatory assets under management

Total Number of Accounts	2,243
AUM (Assets Under Management)	$ 1,666,286,145

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/26/2024	Cover Page	Report
10/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan D. Davison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan David Davison's CRS (Customer Relationship Summary).

Certified licenses

Experience

AUSTIN ASSET

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

AUSTIN ASSET

State Registrations and Notice Filings

Exams

Series 66

Date: 9/27/2002

Series 7

Date: 9/9/2002

Current Firm

AUSTIN ASSET

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

AUSTIN ASSET

TRUST BUT VERIFY

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