Jon Davis

Q: What is Jon Davis email address?

Email Jon Davis at jondavis221@aol.com. This email is the most updated Jon Davis email found in 2026.

Q: How to contact Jon Davis?

To contact Jon Davis send an email to jondavis221@aol.com. If you want to call Jon Davis try calling on +15613108764 and +15612943618. (updated on November 04, 2024)

Director of Investments at Lawless, Edwards and Warren - Wealth Management | Boca Raton, Florida, United States

About Jon Davis

Jon Davis currently serves as the Director of Investments at Lawless, Edwards and Warren - Wealth Management, where he leverages over a decade of experience in the wealth management sector to provide tailored financial strategies for high-net-worth individuals and families. His expertise is underscored by his status as a CFA Charterholder, which reflects his commitment to upholding the highest standards of investment management and financial analysis.

In his role, Jon is responsible for overseeing the investment strategies of the firm, ensuring that clients' portfolios are aligned with their long-term financial objectives. He is actively involved in key projects that focus on portfolio optimization, risk management, and asset allocation, utilizing advanced analytical tools and market research to inform his decisions. Jon’s proficiency in Microsoft Excel and other financial modeling software allows him to conduct in-depth analyses that drive investment performance and enhance client satisfaction.

Jon's approach to wealth management is deeply client-centric; he prides himself on building lasting relationships based on trust and transparency. His ability to communicate complex financial concepts in an accessible manner has proven invaluable in guiding clients through the intricacies of wealth management. Beyond his technical skills, Jon is also adept in customer service and teamwork, collaborating closely with other professionals within the firm to deliver comprehensive financial solutions. His background in sports marketing and event management further enriches his skill set, enabling him to engage clients in unique and meaningful ways. Through his leadership at Lawless, Edwards and Warren, Jon Davis continues to make a significant impact in the realm of wealth management, helping clients navigate their financial journeys with confidence.

Jon Davis Work

Director of Investments at Lawless, Edwards and Warren - Wealth Management in May 2014 to Present

Marketing Assistant at Denver Broncos Football Club in June 2012 to February 2014

Student Center Information Desk Assistant at University of Denver in September 2010 to November 2012

Jon Davis Skills

Microsoft Excel

Microsoft Office

Microsoft Word

About Jon Davis's Current Company

Lawless, Edwards and Warren - Wealth Management

Discover more about Lawless, Edwards and Warren - Wealth Management

Frequently Asked Questions about Jon Davis

What is Jon Davis email address?

Email Jon Davis at [email protected]. This email is the most updated Jon Davis email found in 2026.

What is Jon Davis phone number?

Jon Davis phone number is +15613108764 and +15612943618.

How to contact Jon Davis?

To contact Jon Davis send an email to [email protected]. If you want to call Jon Davis try calling on +15613108764 and +15612943618. (updated on November 04, 2024)

What company does Jon Davis work for?

Jon Davis works for Lawless, Edwards and Warren - Wealth Management

What is Jon Davis's role at Lawless, Edwards and Warren - Wealth Management?

Jon Davis is Director of Investments

What industry does Jon Davis work in?

Jon Davis works in the Financial Services industry.