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JD

J W. Davis

BUTLER-DAVIS FINANCIAL GROUP
Covington, GA 30014
Some features on this profile are disabled
CRD#: 4563086
JD

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jw W Davis | Jw Davis

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.
(1) J W DAVIS IS AN INDEPENDENT INSURANCE AGENT (INVESTMENT RELATED) SINCE 2005 AND SEPARATELY LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES AND AGENCIES WHEN PROVIDING INSURANCE SERVICES. ADDRESS: 1540 HWY 138 SE, SUITE 1B, CONYERS, GA 30013. HE SPENDS LESS THAN 10% OF HIS TIME ON THIS ACTIVITY. (2) J W DAVIS IS THE CHIEF OPERATING OFFICER OF BUTLER-DAVIS TAX & ACCOUNTING LLC (INVESTMENT RELATED). ADDRESS: 1540 HWY 138 SE, SUITE 1B, CONYERS, GA 30013. THIS ACTIVITY IS HIS PRIMARY BUSINESS THROUGH WHICH MR. DAVIS SPENDS UP TO 90% OF HIS TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J W Davis's 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®
None

Experience

Current

July 13, 2022 - Present

BUTLER-DAVIS FINANCIAL GROUP, LLC

Office #1: 1123 Elm St Ne, Covington, GA 30014
RIA
CRD#: 320825
Covington, GA
Past

July 12, 2018 - February 4, 2022

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Conyers, GA
Past

January 14, 2015 - December 31, 2017

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Conyers, GA
Past

November 14, 2003 - December 31, 2007

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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
Georgia
(7/13/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/17/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/12/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/29/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/14/2015
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 3/28/2005
Investment Company Products/Variable Contracts Principal Examination

Current Firm

BF
BUTLER-DAVIS FINANCIAL GROUP, LLC
BUTLER-DAVIS FINANCIAL GROUP, LLC

CRD#: 320825 / SEC#:

Georgia
Registered Investment Advisory firm - (7/13/2022 Approved)
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Contact information

Main Address
1123 Elm St Ne, Covington, GA 30014
Mailing Address
Phone number
(678) 942-6610
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts3
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.

Company Information

BUTLER-DAVIS FINANCIAL GROUP, LLC

CRD#: 320825Covington, GA 30014

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