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Jonathan Davis
Investment Advisor at E2i Financial Group
Jonathan Davis is an Investment Advisor Representative at E2i Financial Group, LLC, based in the Greater Asheville area.3 He joined E2i Financial Group in 2010 and currently serves as the firm's Vice Chairman, overseeing portfolio management functions across a wide range of investment strategies.1
Professional Background
Jonathan holds a Series 65 securities license, which allows him to operate as a full-time fiduciary.12 He began his career in finance in 2017 and has worked at two firms throughout his professional journey.4
Responsibilities and Expertise
As an Investment Advisor Representative, Jonathan:
- Makes recommendations based on clients' unique financial situations2
- Oversees portfolio management across various investment strategies1
- Likely brings critical thinking, communication, and analytical skills from his background as an educator to his current role
E2i Financial Group
E2i Financial Group, where Jonathan works, is an industry-leading financial services firm that offers:
- A unique platform blending objective wealth management advice with innovative technology
- Transparent wealth management services for investors
- Thoughtful investment advice free from conflicts of interest associated with proprietary products or trading1
Jonathan's role at E2i Financial Group aligns with the company's commitment to providing objective and transparent financial services to its clients.
