Jonathan M. Davis

VALMARK ADVISERS

Jackson, MS 39216

Some features on this profile are disabled

CRD#: 4751388

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan M Davis'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 18, 2021 - Present

VALMARK ADVISERS, INC.

Office #1: 2630 Ridgewood Road, Suite C, Jackson, MS 39216

RIA

CRD#: 108050

Jackson, MS

Current

October 18, 2021 - Present

VALMARK SECURITIES, INC.

Office #1: 2630 Ridgewood Road Suite C, Jackson, MS 39216

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.

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

CRD#: 6413

JACKSON, MS

Past

June 20, 2005 - March 3, 2009

NEW ENGLAND SECURITIES

CRD#: 615

JACKSON, MS

Past

July 7, 2004 - June 29, 2005

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

February 6, 2004 - May 20, 2004

VOYA FINANCIAL PARTNERS, LLC

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Alabama
(10/18/2021)

IAR

Alabama
(10/18/2021)

IAR

Arkansas
(10/25/2021)

Florida
(10/18/2021)

IAR

Florida
(10/25/2021)

IAR

Georgia
(10/19/2021)

Georgia
(4/22/2024)

Louisiana
(10/18/2021)

IAR

Louisiana
(10/19/2021)

Mississippi
(10/18/2021)

IAR

Mississippi
(10/18/2021)

New Mexico
(10/18/2021)

IAR

South Carolina
(7/24/2025)

Virginia
(10/18/2021)

IAR

Virginia
(1/27/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/17/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/10/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/5/2004

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALMARK ADVISERS WEALTH MANAGEMENT SOLUTIONS ADV PART 2A APPENDIX 1-WRAP FEE PROGRAM BROCHURE (6/16/2025)

VALMARK ADVISERS, INC SEC FORM 2A FIRM BROCHURE (6/16/2025)

Regulatory assets under management

Total Number of Accounts	19,096
AUM (Assets Under Management)	$ 8,379,181,235

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.

Similar Advisors

Rebecca Schneeberger

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Ridgeland, MS

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jonathan M. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan M Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALMARK SECURITIES, INC.

TLG ADVISORS, INC.

THE LEADERS GROUP, INC.

SOWELL MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

NEW ENGLAND SECURITIES

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL PARTNERS, LLC

Primary Firm SEC Registration

VALMARK ADVISERS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/17/2010

Series 63

Date: 3/10/2004

SIE

Date: 10/1/2018

Series 6

Date: 2/5/2004

FINRA

Current Firm

VALMARK ADVISERS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VALMARK ADVISERS, INC.

TRUST BUT VERIFY

Similar Advisors