John Barkley Wallin

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

• 09/2011 → Present
  Davenport & Company, Llc
  White Stone, VA

Other Businesses

Indian Creek Yacht and Country Club - not investment related -Kilmarnock, VA - Audit Committee Chair - Chair annual review by audit committee -start date 3/1/2026.1.13. Approximate number of hours/month during business hours: 1 - 5 Hours. Approximate number of hours/month you devot non-business hours: 1 - 5 Hours

Exams

• S66 Uniform Combined State Law Examination
  2011-12-06
• S65 Uniform Investment Adviser Law Examination
  1999-11-03
• S63 Uniform Securities Agent State Law Examination
  1999-11-02

Other Names

• Jay Wallin