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Jonah Steven Davis

Advisor at LPL Financial — Cedar Bluff, VA

Updated today

Credentials

Series 63, Series 65

Experience

5 years

Location

Cedar Bluff, VA 24609

LPL Financial logo

LPL Financial

Institution

Total advisors

22,842

Across 10,474 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jonah Davis is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and five years of industry experience. He has worked at LPL Financial since 2024 and previously held positions at Securities America Advisors, Securities America, Inc., South Guard Advisors, and Phaidon International. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and a broad non-advisory financial services network.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Cedar Bluff, VA

2997 Steelsburg Hwy, Suite A

Cedar Bluff VA 24609

Advisors at this office

2

Most active in

Virginia

Work history

5 years of industry experience

LPL Financial

2024 - Present • 2 years

Cedar Bluff, VA

Securities America Advisors

2022 - 2024 • 2 years

Cedar Bluff, VA

Securities America, Inc

2021 - 2024 • 3 years

Cedar Bluff, VA

South Guard Advisors

2019 - 2024 • 5 years

Cedar Bluff, VA

Phaidon International

2018 - 2020 • 2 years

Charlotte, NC

University of The Pacific

2017 - 2018 • 1 year

San Francisco, CA

Virginia Tech

2013 - 2017 • 4 years

Blacksburg, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John S

Series 63, Series 65, Series 66

Richlands, VA

Vistafront Partners Inc

John Schweingrouber is a financial advisor at VistaFront Partners Inc with 10 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining VistaFront Partners in 2019, he worked at Virginia Financial Innovation Corporation and has also been self-employed since 2004. Outside of advising, he writes and attempts to sell novels online. VistaFront Partners provides discretionary portfolio management primarily for individual clients, trusts, and business owners. The firm uses a combination of fundamental and technical analysis, generally following a long-term buy-and-hold strategy across various asset types, managing a modest asset base with a small client roster.

ESG / Sustainable investing Real estate investing
user avatar

Earl B

Series 66

Richlands, VA

Fortress Private Ledger, LLC

Earl Butcher is a financial advisor with Fortress Private Ledger, LLC and holds a Series 66 designation. He has three years of industry experience and previously worked at TruPoint Bank for 16 years. Outside of his advisory role, Mr. Butcher sells fixed life and annuity insurance through his separate business, Hometown Retirement Strategies. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities with financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs model-driven investment strategies combining technical and fundamental analysis and offers both discretionary and non-discretionary programs.

Active portfolio management ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Executive
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Rodney G

Series 65, Series 66

Tazewell, VA

Eagle Strategies (NY Life)

Rodney Gillespie Jr. is a financial advisor with Eagle Strategies, affiliated with New York Life, holding Series 65 and Series 66 credentials and seven years of industry experience. He has worked at multiple related firms since 2019 and previously spent 27 years in education with Tazewell County Public Schools. Outside of finance, he serves as Chairman of the Board for Southwest Virginia Community College and is an officer at Westminster Presbyterian Church. He also owns a retreat cabin used for low-cost vacations and retreats for pastors and church groups. Eagle Strategies serves a diverse client base, including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and works primarily with non-discretionary assets through an integrated structure affiliated with New York Life.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Steven D

Series 63, Series 65

Cedar Bluff, VA

LPL Financial

Steven Davis is a financial advisor with LPL Financial in Cedar Bluff, VA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Securities America Advisors and Valic, with two decades at the latter. Davis is also licensed as an insurance agent selling term and whole life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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William P

Series 66

Richland, VA

Cambridge Investment Research Advisors

William Pennington is a Series 66-credentialed financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. Prior to joining Cambridge in 2023, he worked at Edward Jones for six years and spent 15 years at Centurylink. He serves on the board of Downtown Wytheville Inc. and is involved with charitable organizations including the Wytheville Ruritans and Lions Club, as well as Wytheville Volunteer Action Committee (WYVAC). Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using proprietary and third-party strategies with both discretionary and non-discretionary implementation options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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