Jon Davis, Cfa, Cfp®

Jon Davis, Cfa, Cfp® Email and Phone Number

Director, Investments at Lawless, Edwards and Warren @ Lawless, Edwards and Warren - Wealth Management
boca raton, florida, united states
Jon Davis, Cfa, Cfp®'s Location
Boca Raton, Florida, United States, United States
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.

Jon Davis, Cfa, Cfp®'s Current Company Details
Lawless, Edwards and Warren - Wealth Management

Lawless, Edwards And Warren - Wealth Management

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Director, Investments at Lawless, Edwards and Warren
boca raton, florida, united states
Employees:
15
Jon Davis, Cfa, Cfp® Work Experience Details
  • Lawless, Edwards And Warren - Wealth Management
    Director Of Investments
    Lawless, Edwards And Warren - Wealth Management May 2014 - Present
    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
  • Denver Broncos Football Club
    Marketing Assistant
    Denver Broncos Football Club Jun 2012 - Feb 2014
    Denver
  • University Of Denver
    Student Center Information Desk Assistant
    University Of Denver Sep 2010 - Nov 2012

Jon Davis, Cfa, Cfp® Skills

Microsoft Excel Microsoft Office Powerpoint Marketing Microsoft Word Customer Service Research Sports Marketing Teamwork Event Management Hospitality Time Management Wealth Management

Jon Davis, Cfa, Cfp® Education Details

Frequently Asked Questions about Jon Davis, Cfa, Cfp®

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 the current company?

Jon Davis, Cfa, Cfp®'s current role is Director, Investments at Lawless, Edwards and Warren.

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

Jon Davis, Cfa, Cfp® attended University Of Denver.

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

Jon Davis, Cfa, Cfp® has skills like Microsoft Excel, Microsoft Office, Powerpoint, Marketing, Microsoft Word, Customer Service, Research, Sports Marketing, Teamwork, Event Management, Hospitality, Time Management.

Who are Jon Davis, Cfa, Cfp®'s colleagues?

Jon Davis, Cfa, Cfp®'s colleagues are Teresa Diprima, Danny Kramer, Paul M. Lawless, Chfc®, Tony Stokes-Hughes, Amber Garuckas, John T. Rossi, Cfp®.

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