Unclaimed Profile

Jonathan David Davison

AUSTIN ASSET MANAGEMENT CO·AUSTIN, Texas

Series 7, Series 66Clean record23 years registeredAUSTIN ASSET MANAGEMENT CO

7200 N. MOPAC, SUITE 315, AUSTIN, TX 78731CRD# 4559738Firm CRD# 105441

Profile Verification

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

Identity

Jonathan David Davison · AUSTIN, TX

Registration

CRD #4559738 · AUSTIN ASSET MANAGEMENT CO · 23 years registered

Brand Profile

Not yet started

Career History

AUSTIN ASSET

Oct 2006 – present

RBC DAIN RAUSCHER INC.

Apr 2004 – Jul 2006

HOUSTON, TX

UBS FINANCIAL SERVICES INC.

Sep 2002 – May 2004

SUGARLAND, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · September 30, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AUSTIN ASSET MANAGEMENT CO

CRD 105441 · SEC 801-32217

AUM

$1.5B

Regulatory assets under management

Employees

2,310 client accounts

Services offered by AUSTIN ASSET MANAGEMENT CO

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AUSTIN ASSET MANAGEMENT CO →

Introduction

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Frequently Asked Questions

What services does Jonathan David Davison offer?

Jonathan David Davison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Jonathan David Davison's credentials?

Jonathan David Davison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan David Davison located?

Jonathan David Davison is based in AUSTIN, Texas, working with AUSTIN ASSET MANAGEMENT CO. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Jonathan David Davison charge for services?

Jonathan David Davison's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AUSTIN ASSET MANAGEMENT CO?

AUSTIN ASSET MANAGEMENT CO has approximately 23 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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