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Joseph D Mason

DAVENPORT & COMPANY LLC·RICHMOND, Virginia
SIE, Series 7, Series 24, Series 50, Series 63Clean recordDAVENPORT & COMPANY LLC
ONE JAMES CENTER, RICHMOND, VA 23219CRD# 5111792Firm CRD# 1588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph D Mason · RICHMOND, VA
Registration
CRD #5111792 · DAVENPORT & COMPANY LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 50
Series 63
02

Disclosure History

Clean record · no disclosure events on file

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

03

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 →
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Frequently Asked Questions

What services does Joseph D Mason offer?
Joseph D Mason specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Joseph D Mason's credentials?
Joseph D Mason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph D Mason located?
Joseph D Mason is based in RICHMOND, Virginia, working with DAVENPORT & COMPANY LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Joseph D Mason charge for services?
Joseph D Mason'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.
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Other Advisors at DAVENPORT & COMPANY LLC

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Thomas Winston Price
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Robert Benton Giles
RICHMOND, VA
Bradley Lawrence Watson
RICHMOND, VA
Coleman Iii Wortham
RICHMOND, VA
David Charles Anderson
RICHMOND, VA
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Research
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