Jonathan Davis
Investment Advisor at E2i Financial Group
- Role
- Investment Advisor Representative at E2i Financial Group, Llc
- Location
- Asheville, US
- LinkedIn followers
- 500 followers
About Jonathan Davis
GO-GETTER -Started my first business at the age of 9 so I could buy all of Rod Stewart\'s…
Experience
Investment Advisor Representative
Jan 2015 — Present · Boone, NC, US
Investment Advisor at E2i Financial I direct a team of best-in-class subject matter experts that serve successful business owners and executives - ensuring that their entire financial universe stays in order forever. FIDUCIARY - I am an experienced Series 65-licensed advisor. Based on your unique financial situation, I make recommendations that benefit you. I\'ve built a team that is designed to collaborate together about your unique financial situation. I created a client-centric model that is completely transparent and offers full accountability. It will get your financial house in order fast and keep it there - Forever.After earning my series 65 investment adviser license, I began looking for a firm that had a strict commitment to being a full-time fiduciary. I didn\'t want to push high-commission products in order to satisfy some Wall St bank. The result was a partnership at E2i Financial where the client always comes first, 100% of the time.
Education
Appalachian State University
Bachelor of Education - BEd, Elementary Education and Teaching
1995 — 2001
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