JD
Jonathan M. Davis
VALMARK ADVISERS
Jackson, MS 39216
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CRD#: 4751388
JD
Professional summary
Jonathan M Davis, AIF®, who also goes by Jonathan Davis, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Jackson, Mississippi and VALMARK SECURITIES, INC. located in Jackson, Mississippi.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jonathan has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan 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.) LEINSTER FINANCIAL INC - 6/13/2012 - Present. 2630 Ridgewood Road, Suite C Jackson, MS 39216. President - I serve clients as a financial advisor and may handle investment advisory, securities and insurance related products. Invt Rel, 80 hrs/wk; ( 30 hrs/wk during trading hours)./// 2.) INSURANCE SOLUTIONS GROUP, INC. - 3/1/2004 - Present. 800 Woodlands Parkway, Suite 203, Ridgeland, MS 39157. Independent Contractor - I develop, implement and maintain life insurance policies and programs for clients. Non-variable insurance only, Not Invt Rel, 15 hrs/mo; 0 hrs/mo (during trading hours)./// 3.) INSURANCE CONSULTING GROUP - 6/1/2005 - Present. 4735 Spottswood Avenue, Suite 204 Memphis, TN 38117 - Independent Contractor - I develop, implement and maintain group health insurance policies and programs for clients. Non-variable insurance only, Not Invt Rel, 10 hrs/mo; 0 hrs/mo (during trading hours)./// 4.) ARBITRATION - 6/29/2011 - Present. 2630 Ridgewood Road, Suite C Jackson, MS 39216 - Non-Public Arbitrator - I may be selected to serve on an arbitration panel, hear evidence and render final binding decisions, FINRA non-public arbitrator, Not Invt Rel, 2 hrs/mo; 0 hrs/mo (during trading hours)./// 5.) Rivertree Financial Planning, LLC; Jackson, MS; Financial Advisory Practice; Partner; start 10/2019; investment related; 40+ hours.///
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan M 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®
Experience
Current
October 18, 2021 - Present
VALMARK ADVISERS, INC.
Office #1: 2630 Ridgewood Road, Suite C, Jackson, MS 39216RIA
CRD#: 108050
Jackson, MS
Current
October 18, 2021 - Present
VALMARK SECURITIES, INC.
Office #1: 2630 Ridgewood Road Suite C, Jackson, MS 39216BD
CRD#: 31243
Jackson, MS
Past
April 24, 2017 - October 18, 2021
TLG ADVISORS, INC.
RIA
CRD#: 111052
JACKSON, MS
Past
August 1, 2013 - October 18, 2021
THE LEADERS GROUP, INC.
BD
CRD#: 37157
Jackson, MS
Past
July 20, 2012 - April 24, 2017
SOWELL MANAGEMENT
RIA
CRD#: 127145
JACKSON, MS
Past
June 18, 2010 - July 20, 2012
LPL FINANCIAL LLC
RIA
CRD#: 6413
JACKSON, MS
Past
April 1, 2009 - July 20, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
JACKSON, MS
Past
June 20, 2005 - March 3, 2009
NEW ENGLAND SECURITIES
BD
CRD#: 615
JACKSON, MS
Past
July 7, 2004 - June 29, 2005
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
February 6, 2004 - May 20, 2004
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
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".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(10/18/2021)
IAR
Alabama(10/18/2021)
IAR
Arkansas(10/25/2021)
RR
Florida(10/18/2021)
IAR
Florida(10/25/2021)
IAR
Georgia(10/19/2021)
RR
Georgia(4/22/2024)
RR
Louisiana(10/18/2021)
IAR
Louisiana(10/19/2021)
RR
Mississippi(10/18/2021)
IAR
Mississippi(10/18/2021)
RR
New Mexico(10/18/2021)
IAR
South Carolina(7/24/2025)
RR
Virginia(10/18/2021)
IAR
Virginia(1/27/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Jackson, MS 39216TRUST BUT VERIFY
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