Company Information

Get to know J.L. Davis Financial LLC

Founded by Jonathan Davis, J.L. Davis Financial LLC is an independent, fee-only financial planning and investment management firm. Operating as a fiduciary, the company is legally and ethically bound to act in its clients' best interests. Its core mission is to provide personalized, unbiased financial guidance to help individuals and families, particularly those near or in retirement, achieve their long-term financial goals and secure their future. The firm emphasizes a comprehensive approach, integrating investment management with holistic financial planning that includes retirement, tax, and estate planning strategies.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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J.L. Davis Financial LLC

United States

Founded in

1985 (41 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.