J W. Davis
Professional summary
J W Davis, who also goes by Jw W Davis, Jw Davis, is a registered financial advisor currently at BUTLER-DAVIS FINANCIAL GROUP, LLC located in Covington, Georgia.
J is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. J has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view J W Davis's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 13, 2022 - Present
BUTLER-DAVIS FINANCIAL GROUP, LLC
Office #1: 1123 Elm St Ne, Covington, GA 30014July 12, 2018 - February 4, 2022
AVANTAX INVESTMENT SERVICES, INC.
January 14, 2015 - December 31, 2017
AVANTAX INVESTMENT SERVICES, INC.
November 14, 2003 - December 31, 2007
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/13/2022)
Exams
Series 6TO
Date: 3/29/2024
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
BUTLER-DAVIS FINANCIAL GROUP, LLC
CRD#: 320825 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 44,083 |
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.
