Johnathon T. Davis

Johnathon T. Davis Email and Phone Number

Helping Pre-Retirees Plan Their Financial Future @ Tabiri Analytics, Inc.
lexington, kentucky, united states
Johnathon T. Davis's Location
Lexington, Kentucky, United States, United States
Johnathon T. Davis's Contact Details

Johnathon T. Davis work email

Johnathon T. Davis personal email

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About Johnathon T. Davis

I have been a licensed member of the financial services community for more than 30 years, and with apologies to the great James Taylor, “I’ve seen fire, and I’ve seen rain.” Remember Y2K? Yeah, I don’t either. But I do seem to vaguely recall that the sky was supposed to fall on Jan. 1st, 2000. Well, it didn’t. A cornerstone of any successful investment strategy is first the management of emotions. Too often paralysis by analysis deems it justifiable to do nothing. And if everyone else is doing nothing, shouldn’t I be doing nothing, too? “Nothing” couldn’t be farther from the truth….Series 65 LicenseSpecialties: University of Kentucky 403B Expert, 401K /IRA Rollover Specialist, Completed Moody s Assessing Credit Risk-Commercial Lending

Johnathon T. Davis's Current Company Details
Tabiri Analytics, Inc.

Tabiri Analytics, Inc.

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Helping Pre-Retirees Plan Their Financial Future
lexington, kentucky, united states
Employees:
8
Johnathon T. Davis Work Experience Details
  • Tabiri Analytics, Inc.
    Chairman Of The Board Of Directors
    Tabiri Analytics, Inc. Jul 2018 - Present
    Lexington, Kentucky, United States
    • Active role in company activities with primary responsibility to develop, operate, and grow Tabiri.• Managing communications with shareholders and stakeholders.• Collaborating on agendas and building consensus on actions that need to be taken. - Knowledgeable in Security Reviews, Intrusion Detection, Incident Response, Vulnerability Management, Data Protection and Network Forensics- Maintain relevancy in Cyber Security and Data Analytics, as it pertains to future opportunities for Tabiri.
  • Jt Davis Asset Management, Llc
    Managing Partner And Advisor
    Jt Davis Asset Management, Llc Sep 2009 - Present
    444 E Main St
    Modern Portfolio Theory worked for nearly 50 years, but "Buy and Hold" is now nearly universally derided by investment professionals as an irresponsible investment strategy. The average investor is probably not even aware of exactly how much risk they are assuming by being passive in their investment strategy. Our mission is to help our clients quickly access either offensive (growth) or defensive (protection) tactics in asset management when conditions call for them. The recent financial crisis clearly demonstrated to investors, especially retirees, the dramatic impact a stock market decline can have on holdings at the time when they need to access their money most. With life expectancy increasing and markets fluctuating, most investors need help managing their money in tough times. We use third-party money managers to safely practice active portfolio management. Accounts are monitored daily, and money is moved (or not moved) as deemed appropriate. We are convinced that this is the best strategy to give our clients a chance to reach their goals through both bull and bear markets.
  • American Founders Bank
    Vp
    American Founders Bank Jun 2006 - Aug 2009
    Re-established the banks' SBA lending services, garnering SBA Preferred and SBA Express designations for the institution.Underwrote loans and approved credit requests up to acceptable loan limits.
  • First Security Bank
    Vp, Commercial Lending
    First Security Bank Feb 2003 - Apr 2006
    Lexington, Ky
    Responsible for the management and growth of a multimillion dollar commercial loan portfolio.
  • Bank One
    Avp, Banking Center Manager
    Bank One Jan 2001 - May 2003
    Nicholasville, Ky
    Managed a multi million dollar P & L statement for maximum location profitability. Responsible for all functions of branch operations, including supervision of tellers, customer service agents, and liscensed in-house investment brokers.
  • First Investors Corporation
    Dist. Mgr.
    First Investors Corporation Sep 1992 - Jan 2001
    Lexington, Kentucky Area
    Recruited, trained, and developed a staff of 7 licensed advisers. Assisted 15 new Registered Representatives in ultimately achieving Management or Senior Sales positions over an 8 year period. Managed a personal portfolio of business with 90+ clients and approximately 45MM in AUM.

Johnathon T. Davis Skills

Portfolio Management Banking Loans Mortgage Lending Credit Financial Analysis Commercial Lending Investments Small Business Lending Wealth Management Strategic Financial Planning Risk Management Credit Analysis Asset Managment Investment Advisory Financial Advisory Commercial Banking Mutual Funds Retirement Planning Retirement Investment Strategies Asset Management Financial Services Retail Banking Securities 401k Asset Allocation Finance Series 7 Wealth Management Services Bonds Series 63 Fixed Annuities Insurance Wealth Estate Planning Investment Management Fixed Income Equities Financial Planners Life Insurance 401k Rollovers Wealth Accumulation Iras Personal Finance Series 65 Pensions Loan Origination Financial Planning 401 Retirement Savings Plans

Johnathon T. Davis Education Details

Frequently Asked Questions about Johnathon T. Davis

What company does Johnathon T. Davis work for?

Johnathon T. Davis works for Tabiri Analytics, Inc.

What is Johnathon T. Davis's role at the current company?

Johnathon T. Davis's current role is Helping Pre-Retirees Plan Their Financial Future.

What is Johnathon T. Davis's email address?

Johnathon T. Davis's email address is da****@****tbb.com

What is Johnathon T. Davis's direct phone number?

Johnathon T. Davis's direct phone number is +185960*****

What schools did Johnathon T. Davis attend?

Johnathon T. Davis attended University Of Kentucky.

What are some of Johnathon T. Davis's interests?

Johnathon T. Davis has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Disaster And Humanitarian Relief, Human Rights, Arts And Culture.

What skills is Johnathon T. Davis known for?

Johnathon T. Davis has skills like Portfolio Management, Banking, Loans, Mortgage Lending, Credit, Financial Analysis, Commercial Lending, Investments, Small Business Lending, Wealth Management, Strategic Financial Planning, Risk Management.

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