Jonathan Anthony Davis

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