Jonathan M Davis
Financial advisor at Valmark Advisers, Inc. · Jackson, MS
Last updated 2026-10-10
Claim your profileJonathan M Davis is a financial advisor at Valmark Advisers, Inc. in Jackson, MS, CRD 4751388. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2010-06-18.
Registration
- CRD number
- 4751388
- Registration status
- Active
- IAPD registration
- 2010-06-18
- Industry Experience
- 16 years
- Work Experience
- 14 years
- States registered
- AL, AR, CO, FL, GA, LA, MS, SC, VA
Licenses and exams
- Series 63
- Series 65
Work history
- 2012-07 to 2017-04 · Sowell Management Svcs · Jackson, MS
- 2013-08 to 2021-10 · The Leaders Group, Inc. · Littleton, CO
- 2013-08 to Present · Rivertree Financial Planning · Jackson, MS
- 2021-10 to Present · Valmark Securities, Inc. · Akron, OH
- 2021-10 to Present · Valmark Advisers, Inc. · Akron, OH
Current employment
- Valmark Advisers, Inc. · Akron, OH
Valmark Advisers, Inc.
- Regulatory AUM
- $10,166,311,019
- Registered advisors
- 295
- Offices
- 149
- Clients per advisor
- 50.5 (Low)
- Average AUM per client
- $682.8K (Low)
- High-net-worth client ratio
- 10.9% (Low)
Valmark Advisers, Inc.: advisors, services and reported ETF investments
About
Jonathan M Davis is a financial advisor at Valmark Advisers, Inc. in Jackson, MS. Reported securities licenses include Series 63 and Series 65. The latest record indicates 16 years of industry experience and 14 years of reported work history. Reported roles include Valmark Securities, Inc., Rivertree Financial Planning, The Leaders Group, Inc., Sowell Management Svcs.
SEC disclosures list additional business and community activities: 1: ) leinster financial inc - 6/13/2012 - present; President - i serve clients as a financial advisor and may handle investment advisory, securities and insurance related products.
Valmark Advisers, Inc.'s firm-level Form ADV reports 295 advisors across 149 offices; approximately 50.5 clients per advisor, average assets per client of $682,761, and regulatory AUM of $10.2B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $8.9B across 425 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Jonathan M Davis personally.
Reported ETF positions
Valmark Advisers reports 425 ETF positions worth $8.9B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VEA — Vanguard FTSE Developed Markets ETF | $864M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $563.8M |
| SPYV — State Street SPDR Portfolio S&P 500 Value ETF | $563M |
| SPMD — State Street SPDR Portfolio S&P 400 Mid Cap ETF | $479.6M |
| VTIP — Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $369.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Valmark Advisers's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $85.2M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $8.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $3.2M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $33.6M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Valmark Advisers, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
2630 Ridgewood Road, Suite C, Jackson, MS 39216
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-765-5201
- Website: valmarkfg.com
Official record
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