Jonathan A. Davis

E2I FINANCIAL GROUP

BOONE, NC

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CRD#: 6438484

Professional summary

Jonathan Anthony Davis is a registered financial advisor currently at E2I FINANCIAL GROUP, LLC located in Boone, North Carolina.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jonathan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

JAD Financial Group, LLC (Owner) ,01/2004; 140 Weaver St Boone, NC 28607; Duties: Life insurance and income planning with fixed annuities. Investment related. Hours a month - 80 hours, 80 hours during exchange hours. E2I Financial Group, LLC; Investment Related; Investment Advisor Representative; 13850 Ballantyne Corporate Place Charlotte, NC; Investment Management Firm; 150 hours a month devoted, 6 hours during securities exchange hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Anthony 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

February 9, 2015 - Present

E2I FINANCIAL GROUP, LLC

RIA

CRD#: 167078

BOONE, NC

Past

February 7, 2017 - June 4, 2018

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Boon, NC

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

North Carolina
(2/9/2015)

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

State Security Law Exam

IAR

Series 65

Date: 12/22/2014

Uniform Investment Adviser Law Examination

Current Firm

E2I FINANCIAL GROUP, LLC

CRD#: 167078 / SEC#:

North Carolina

Registered Investment Advisory firm - (1/2/2014 Approved)

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Contact information

Main Address

13850 Ballantyne Corp Place Suite 500, Charlotte, NC 28277

Mailing Address

Phone number

(704) 957-7629

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	84
AUM (Assets Under Management)	$ 27,334,201

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan A. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

E2I FINANCIAL GROUP, LLC

HORTER INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2014

Current Firm

E2I FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

E2I FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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