JD
JD

Johnathon Thomas Davis

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
415 clients
Average Client Portfolio
$190K average
Assets Under Management
$78.7M

Fee Structure

Minimum Investment:$10K
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Location

444 E Main Street, Suite 101, Lexington, KY, 40507

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Johnathon sells independent life and annuity insurance, which is not investment-related. This takes a few hours per week.

Employment History
Current Registrations
American Capital Management, INC.
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Retirement Tax Advisory Group
February 2012 - September 2015 · 3 yrs 7 mos
Transamerica Financial Advisors, INC.
January 2012 - March 2012 · 2 mos
Investment Advisors International, INC.
November 2008 - January 2012 · 3 yrs 2 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.