Jonathan Odell Davis

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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:

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

Current Employers

Employment History

• 12/2015 → 09/2016
  Centre Wealth Management
  Houston, TX
• 08/2016 → 09/2016
  Raymond James Financial Services, Inc.
  Houston, TX
• 08/2016 → 09/2016
  Raymond James Financial Services Advisors, Inc.
  Houston, TX
• 11/2016 → 01/2018
  Bank Of America, N.A.
  Houston, TX
• 11/2016 → 01/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 10/2016 → 10/2016
  Unemployed
  Houston, TX
• 02/2024 → 11/2025
  Briar Capital
  Houston, TX
• 05/2021 → 03/2024
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 01/2018 → 05/2021
  Amegy Bank/Zions Bancorporation
  Houston, TX
• 11/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 11/2025 → Present
  J.P. Morgan Securities Llc
  Houston, TX
• 10/2023 → Present
  Opulent Oasis Realty Acquisitions Llc
  Houston, TX

Previous Registrations

• 2016-11-23 → 2018-01-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Stafford, TX
• 2016-08-19 → 2016-09-16
  Raymond James Financial Services Advisors, Inc
  Houston, TX
• 2016-04-22 → 2016-09-06
  Lpl Financial Llc
  Houston, TX

Other Businesses

Entity Name: Opulent Oasis Realty Acquisitions LLC Investment related: No Address: Private Residence Nature of the other business: Investment Position/Title/Relationship: Owner/Partner Start Date: 10/30/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Invest in real estate and stocks. ?Name of the other business: 5147 Dumore Dr ?Whether business is investment related: Yes ?Address of business: 5147 Dumore Dr., Houston, TX 77048 ?Nature of other business: Rental property ?Your position: Owner ?Title, or relationship with other business: Owner ?Start of relationship: July 2018 ?Approximate hours/month devoted to business: 2 ?Hours devoted during the trading day: 0 ?Briefly describe duties relating to other business: Own/manage rental property ?Name of the other business: 5950 Doulton Dr ?Whether business is investment related: Yes ?Address of business: 5147 Dumore Dr., Houston, TX 77033 ?Nature of other business: Rental property ?Your position: Owner ?Title, or relationship with other business: Owner ?Start of relationship: July 2018 ?Approximate hours/month devoted to business: 2 ?Hours devoted during the trading day: 0 ?Briefly describe duties relating to other business: Own/manage rental property ?Name of the other business: 5543 Lakefield Dr ?Whether business is investment related: Yes ?Address of business: 5543 Lakefield Dr., Houston, TX 77033 ?Nature of other business: Rental property ?Your position: Owner ?Title, or relationship with other business: Owner ?Start of relationship: May 2022 ?Approximate hours/month devoted to business: 2 ?Hours devoted during the trading day: 0 ?Briefly describe duties relating to other business: Own/manage rental property ?Name of the other business: 5803 Southtown St ?Whether business is investment related: Yes ?Address of business: 5803 Southtown St., Houston, TX 77033 ?Nature of other business: Rental property ?Your position: Owner ?Title, or relationship with other business: Owner ?Start of relationship: January 2022 ?Approximate hours/month devoted to business: 2 ?Hours devoted during the trading day: 0 ?Briefly describe duties relating to other business: Own/manage rental property ?Name of the other business: 5734 Northridge Dr ?Whether business is investment related: Yes ?Address of business: 5734 Northridge Dr, Houston, TX 77033 ?Nature of other business: Rental property ?Your position: Owner ?Title, or relationship with other business: Owner ?Start of relationship: April 2023 ?Approximate hours/month devoted to business: 2 ?Hours devoted during the trading day: 0 ?Briefly describe duties relating to other business: Own/manage rental property ?Name of the other business: 5227 Myrtlewood ?Whether business is investment related: Yes ?Address of business: 5147 Dumore Dr., Houston, TX 77048 ?Nature of other business: Rental property ?Your position: Owner ?Title, or relationship with other business: Owner ?Start of relationship: September 2020 ?Approximate hours/month devoted to business: 2 ?Hours devoted during the trading day: 0 ?Briefly describe duties relating to other business: Own/manage rental property ?Name of the other business: 6103 Sherwood Dr ?Whether business is investment related: Yes ?Address of business: 6103 Sherwood Dr, Houston, TX 77021 ?Nature of other business: Rental property ?Your position: Co-Owner ?Title, or relationship with other business: Owner ?Start of relationship: December 2019 ?Approximate hours/month devoted to business: 4 ?Hours devoted during the trading day: 0 ?Briefly describe duties relating to other business: Own/manage rental property

Exams

• S66 Uniform Combined State Law Examination
  2025-12-30

Other Names

• Jonathan Odell Davis
• Jonathan Odell Davis