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Jonathan Douglas Davis

One Day Wealth Management

Ocala, FL

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Current Employers
One Day Wealth Management

Ocala, FL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-03
LA RA APPROVED 2024-04-22
FL RA APPROVED 2024-04-19
  • TX RA
    APPROVED_RES
    Since 2024-07-03
  • LA RA
    APPROVED
    Since 2024-04-22
  • FL RA
    APPROVED
    Since 2024-04-19

Branch Locations

Ocala, FL • 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 05/2013 01/2024
One Day Wealth Management Ocala FL 01/2024 Present
Vanguard Charlotte NC 05/2013 01/2024
  • 05/2013 → 01/2024
    The Vanguard Group, Inc.
    Charlotte, NC
  • 01/2024 → Present
    One Day Wealth Management
    Ocala, FL
  • 05/2013 → 01/2024
    Vanguard
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-31
S63 Uniform Securities Agent State Law Examination 2013-07-03
  • S65 Uniform Investment Adviser Law Examination
    2015-07-31
  • S63 Uniform Securities Agent State Law Examination
    2013-07-03
Designations
Other Names
  • Jonathan Davis

View on SEC IAPD

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