J W. Davis

BUTLER-DAVIS FINANCIAL GROUP

Covington, GA 30014

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CRD#: 4563086

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.

At a Glance

Always Fiduciary

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.

CRD#: 13686

Conyers, GA

Past

January 14, 2015 - December 31, 2017

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Conyers, GA

Past

November 14, 2003 - December 31, 2007

PFS INVESTMENTS INC.

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)

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

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 2/17/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 2/12/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Status Unavailable

Passed: 3/29/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 1/14/2015

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Status Unavailable

Passed: 3/28/2005

Investment Company Products/Variable Contracts Principal Examination

Current Firm

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

Documents

Latest Form ADV

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.

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Advisor Monitoring

Firm Stability Insights

J W. Davis

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view J W Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX INVESTMENT SERVICES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Passed: 2/17/2022

Series 63

Passed: 2/12/2015

Series 6TO

Passed: 3/29/2024

SIE

Passed: 10/1/2018

Series 6

Passed: 1/14/2015

Series 26

Passed: 3/28/2005

Current Firm

BUTLER-DAVIS FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BUTLER-DAVIS FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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