JD
JD

John-Paul Davis

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
806 clients
Average Client Portfolio
$162K average
Assets Under Management
$130.7M

Fee Structure

Minimum Investment:$200K
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Location

203 N Commerce Ave, Russellville, AR, 72801

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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

John-Paul is an independent insurance agent since 2008, selling life insurance and variable annuities, and conducts this business through Perspectives Group Financial Inc. He dedicates a few hours per week to this activity and also owns rental income property.

Employment History
Current Registrations
Trutoro
April 2016 - Present · 9 yrs 10 mos
Trutoro
April 2016 - Present · 9 yrs 10 mos
TrutoroBroker
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Lifemark Securities CORP.
August 2013 - April 2016 · 2 yrs 8 mos
Lifemark Securities CORP.Broker
April 2009 - April 2016 · 7 yrs
NFP Securities, INC.Broker
September 2007 - May 2009 · 1 yr 8 mos
State Registrations2 states
ARTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.