Jon Davis, Cfa, Cfp®
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Jon Davis, Cfa, Cfp® Email & Phone Number

Director, Investments at Lawless, Edwards and Warren at Lawless, Edwards and Warren - Wealth Management
Location: Boca Raton, Florida, United States 3 work roles 1 school
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Role
Director, Investments at Lawless, Edwards and Warren
Location
Boca Raton, Florida, United States
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Jon Davis, Cfa, Cfp® is listed as Director, Investments at Lawless, Edwards and Warren at Lawless, Edwards and Warren - Wealth Management, a with 15 employees, based in Boca Raton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jon Davis, Cfa, Cfp®.

Jon Davis, Cfa, Cfp® previously worked as Director of Investments at Lawless, Edwards And Warren - Wealth Management and Marketing Assistant at Denver Broncos Football Club. Jon Davis, Cfa, Cfp® holds Bachelor Of Science (B.S.), Finance from University Of Denver.

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Lawless, Edwards and Warren - Wealth Management

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Profile bio

About Jon Davis, Cfa, Cfp®

As a seasoned wealth management professional, I specialize in providing quality financial advice to select individuals and families. With over 10 years of experience in the industry, I have developed a deep understanding of the complexities of managing wealth and guiding clients towards their financial goals.As a CFA Charter Holder, I am committed to maintaining the highest standards of professionalism and ethics in my work. I have a comprehensive understanding of investment principles, risk management, and financial analysis, which allows me to provide tailored solutions to meet the unique needs of each of my clients.Currently, I serve as the Director of Investments at Lawless, Edwards & Warren, where I lead a team of wealth management professionals in delivering personalized investment strategies to our clients. We are Wealth Management firm committed to providing quality financial advice for a select number of high net worth entrepreneurs, executives, and successful families as we ultimately strive to become each of our client's Personal CFO. I take pride in building long-term relationships with each of our clients, gaining a deep understanding of their goals and concerns to provide them with comprehensive financial advice.If you are looking for a trusted advisor to help you manage your wealth and achieve your financial goals, please do not hesitate to connect with me. I am always happy to share my expertise and assist you in any way I can.

Listed skills include Microsoft Excel, Microsoft Office, Powerpoint, Marketing, and 9 others.

Current workplace

Jon Davis, Cfa, Cfp®'s current company

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Lawless, Edwards and Warren - Wealth Management
Lawless, Edwards And Warren - Wealth Management
Director, Investments at Lawless, Edwards and Warren
boca raton, florida, united states
Employees
15
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3 roles

Jon Davis, Cfa, Cfp® work experience

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Director Of Investments

Current

Boca Raton, Fl

Jon Davis offers securities using the following business name: Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org).Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A… Show more Jon Davis offers securities using the following business name: Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org).Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC or its representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed. All of the endorsements and/or client testimonials posted on this social media page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results Show less

May 2014 - Present
Team & coworkers

Colleagues at Lawless, Edwards and Warren - Wealth Management

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1 education record

Jon Davis, Cfa, Cfp® education

FAQ

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What company does Jon Davis, Cfa, Cfp® work for?

Jon Davis, Cfa, Cfp® works for Lawless, Edwards and Warren - Wealth Management.

What is Jon Davis, Cfa, Cfp®'s role at Lawless, Edwards and Warren - Wealth Management?

Jon Davis, Cfa, Cfp® is listed as Director, Investments at Lawless, Edwards and Warren at Lawless, Edwards and Warren - Wealth Management.

Where is Jon Davis, Cfa, Cfp® based?

Jon Davis, Cfa, Cfp® is based in Boca Raton, Florida, United States while working with Lawless, Edwards and Warren - Wealth Management.

What companies has Jon Davis, Cfa, Cfp® worked for?

Jon Davis, Cfa, Cfp® has worked for Lawless, Edwards And Warren - Wealth Management, Denver Broncos Football Club, and University Of Denver.

Who are Jon Davis, Cfa, Cfp®'s colleagues at Lawless, Edwards and Warren - Wealth Management?

Jon Davis, Cfa, Cfp®'s colleagues at Lawless, Edwards and Warren - Wealth Management include John T. Rossi, Cfp®, Danny Kramer, Paul M. Lawless, Chfc®, Amber Garuckas, and Tony Stokes-Hughes.

How can I contact Jon Davis, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Jon Davis, Cfa, Cfp® at Lawless, Edwards and Warren - Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jon Davis, Cfa, Cfp® attend?

Jon Davis, Cfa, Cfp® holds Bachelor Of Science (B.S.), Finance from University Of Denver.

What skills is Jon Davis, Cfa, Cfp® known for?

Jon Davis, Cfa, Cfp® is listed with skills including Microsoft Excel, Microsoft Office, Powerpoint, Marketing, Microsoft Word, Customer Service, Research, and Sports Marketing.

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