John Lloyd Davenport

Employer firm

Davenport Capital Management, LLC CRD 159785

$140M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• 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

• 01/2012 → Present
  Davenport Capital Management, Llc
  San Rafael, CA

Previous Registrations

• 2012-01-04 → 2015-12-31
  Davenport Capital Management, Llc
  San Rafael, CA
• 2004-09-13 → 2012-01-09
  J.P. Morgan Securities Llc
  San Francisco, CA
  San Francisco, CA
• 2003-01-17 → 2004-09-16
  Credit Suisse Securities (Usa) Llc
  San Francisco, CA
• 1997-07-08 → 2003-01-17
  Pershing Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-19
• S63 Uniform Securities Agent State Law Examination
  1984-02-18