Unclaimed Profile

John Elbert Davis

CHICAGO INVESTMENT ADVISORY COUNCIL, INC.·ST. CHARLES, Illinois

SIE, Series 6, Series 7, Series 63, Series 65Clean record28 years registeredCHICAGO INVESTMENT ADVISORY COUNCIL, INC.

1601 E. MAIN STREET, ST. CHARLES, IL 60174CRD# 2753428Firm CRD# 123243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Elbert Davis · ST. CHARLES, IL

Registration

CRD #2753428 · CHICAGO INVESTMENT ADVISORY COUNCIL, INC. · 28 years registered

Brand Profile

Not yet started

Career History

J.W. COLE FINANCIAL, INC.

Oct 2007 – present

CHICAGO INVESTMENT ADVISORY COUNCIL, INC.

Jun 1998 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 2, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHICAGO INVESTMENT ADVISORY COUNCIL, INC.

CRD 123243 · SEC 801-120969

AUM

$160M

Regulatory assets under management

Employees

1,090 client accounts

Services offered by CHICAGO INVESTMENT ADVISORY COUNCIL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CHICAGO INVESTMENT ADVISORY COUNCIL, INC. →

Introduction

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Frequently Asked Questions

What services does John Elbert Davis offer?

John Elbert Davis specializes in Financial Planning, Investment Management. Contact their office in ST. CHARLES, Illinois for a consultation.

What are John Elbert Davis's credentials?

John Elbert Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Elbert Davis located?

John Elbert Davis is based in ST. CHARLES, Illinois, working with CHICAGO INVESTMENT ADVISORY COUNCIL, INC.. Their office serves clients in the ST. CHARLES metropolitan area and surrounding communities.

How does John Elbert Davis charge for services?

John Elbert Davis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHICAGO INVESTMENT ADVISORY COUNCIL, INC.?

CHICAGO INVESTMENT ADVISORY COUNCIL, INC. has approximately 11 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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