Jonathan Anthony Davis

Employer firm

E2I Financial Group, LLC CRD 167078

$31.5M regulatory AUM 54 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

E2I Financial Group, Llc

13850 Ballantyne Corp Place Suite 500, Charlotte, NC 28277 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2015-02-09

NC RA
APPROVED

Since 2015-02-09

Branch Locations

Boone, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jad Financial Group, Llc	Boone	NC	01/2004	Present
E2I Financial Group, Llc	Matthews	NC	01/2015	Present
Horter Investment Management	Cincinnati	OH	02/2017	Present

01/2004 → Present

Jad Financial Group, Llc

Boone, NC
01/2015 → Present

E2I Financial Group, Llc

Matthews, NC
02/2017 → Present

Horter Investment Management

Cincinnati, OH

Previous Registrations

2017-02-07 → 2018-06-04

Horter Investment Management, Llc

Boon, NC

Other Businesses

JAD Financial Group, LLC (Owner) ,01/2004; 140 Weaver St Boone, NC 28607; Duties: Life insurance and income planning with fixed annuities. Investment related. Hours a month - 80 hours, 80 hours during exchange hours. E2I Financial Group, LLC; Investment Related; Investment Advisor Representative; 13850 Ballantyne Corporate Place Charlotte, NC; Investment Management Firm; 150 hours a month devoted, 6 hours during securities exchange hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-12-22

S65 Uniform Investment Adviser Law Examination

2014-12-22

View on SEC IAPD