Jon Taylor Mcelhaney

Employer firm

Davenport & Company LLC CRD 1588

$24.7B regulatory AUM 84 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  St. Louis, MO
• 11/2016 → 03/2019
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 03/2019 → Present
  Davenport & Company Llc
  Richmond, VA

Previous Registrations

• 2000-02-15 → 2019-03-27
  Wells Fargo Clearing Services, Llc
  Austin, TX
  St. Louis, MO
  St. Louis, MO
  Richmond, VA
  Richmond, VA
  St. Louis, MO
  Austin, TX

Other Businesses

The Richmond Forum - Not investment related - 110 South 15th Street, Richmond, VA 23219- Non-profit public speaking series - Board of Directors- serve on Board of Directors - Approximate number of hours/month you devote to this outside activity during business hours: 0. Approximate number of hours/month you devote to this outside activity during non-business hours: .1 - 5 Hours

Exams

• S66 Uniform Combined State Law Examination
  1999-02-01

Designations

• Chartered Financial Analyst

Other Names

• Jon Mcelhaney
• Jonathan Taylor Mcelhaney