Unclaimed Profile

Joel Mason Ray

DAVENPORT & COMPANY LLC·RICHMOND, Virginia

SIE, Series 7, Series 16, Series 24, Series 63, Series 87CFAClean record21 years registeredDAVENPORT & COMPANY LLC

ONE JAMES CENTER, RICHMOND, VA 23219CRD# 1483620Firm CRD# 1588

Profile Verification

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

Identity

Joel Mason Ray · RICHMOND, VA

Registration

CRD #1483620 · DAVENPORT & COMPANY LLC · 21 years registered

Brand Profile

Not yet started

Career History

DAVENPORT & COMPANY LLC

Nov 2004 – present

DAVENPORT & COMPANY LLC

Nov 2004 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 16

Series 24

Series 63

Series 87

Registration record

First registered · November 2, 2004

Years registered · 21

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVENPORT & COMPANY LLC

CRD 1588 · SEC 801-13057

AUM

$19.3B

Regulatory assets under management

Employees

494

20,878 client accounts

Services offered by DAVENPORT & COMPANY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DAVENPORT & COMPANY LLC →

Introduction

Speak with Joel Mason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joel Mason is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RICHMOND?

Browse all registered financial advisors in RICHMOND, Virginia or claim this profile if it's yours.

Browse RICHMOND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joel Mason Ray offer?

Joel Mason Ray specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Joel Mason Ray's credentials?

Joel Mason Ray holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joel Mason Ray located?

Joel Mason Ray is based in RICHMOND, Virginia, working with DAVENPORT & COMPANY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Joel Mason Ray charge for services?

Joel Mason Ray's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees, other: 12b-1 fees and/or shareholder servicing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVENPORT & COMPANY LLC?

DAVENPORT & COMPANY LLC has approximately 494 employees and manages $19.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →