Jonathan Winslow Davis

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 05/2025 → 08/2025
  First Citizens Bank
  Charlotte, NC
• 06/2024 → 04/2026
  Auburn University Veterinary Hospital
  Auburn, AL
• 05/2024 → 08/2024
  Academy Sports + Outdoors
  Auburn, AL
• 06/2026 → Present
  Lpl Financial Llc
  Fort Mill, SC
• 04/2016 → 05/2022
  St. Anne-Pacelli Catholic School
  Columbus, GA
• 08/2022 → 05/2026
  Auburn University
  Auburn, AL

Exams

• S66 Uniform Combined State Law Examination
  2026-08-03

Other Names

• Jonathan Davis
• Johnny Davis