Founder And Financial Advisor
Current
Apr 2024 - Present
AeroLeads people directory · profile
Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® Email & Phone Number
Founder and Financial Advisor
at
One Day Wealth Management
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder and Financial Advisor
Location
Ocala, Florida, United States
Who is Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc®? Overview
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Quick answer
Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® is listed as Founder and Financial Advisor at One Day Wealth Management, based in Ocala, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc®.
Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® previously worked as Senior Financial Advisor at Vanguard and Financial Advisor at Vanguard. Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® holds Bachelor Of Science (B.S.), Financial Management from Clemson University - College Of Business And Behavioral Science.
Company email context
Email format at One Day Wealth Management
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One Day Wealth Management
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Profile bio
About Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc®
Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® is a Founder and Financial Advisor at One Day Wealth Management.
Current workplace
Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc®'s current company
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6 roles
Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® work experience
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1 education record
Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® education
FAQ
Frequently asked questions about Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc®
Quick answers generated from the profile data available on this page.
What company does Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® work for?
Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® works for One Day Wealth Management.
What is Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc®'s role at One Day Wealth Management?
Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® is listed as Founder and Financial Advisor at One Day Wealth Management.
Where is Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® based?
Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® is based in Ocala, Florida, United States while working with One Day Wealth Management.
What companies has Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® worked for?
Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® has worked for One Day Wealth Management, Vanguard, and Birch Hill Farm.
How can I contact Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc®?
You can use AeroLeads to view verified contact signals for Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® at One Day Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® attend?
Jonathan Davis, Cfa, Cfp®, Ctfa, Chfc® holds Bachelor Of Science (B.S.), Financial Management from Clemson University - College Of Business And Behavioral Science.
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