Niva WealthLet’s talk

Jon McElhaney

Director at Davenport & Company

Investment adviser and broker registrationsRichmond, VASEC record checked 17 October 2026

27
Years in the industry
7
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Jon McElhaney is Director of Davenport & Company LLC, a Richmond investment adviser managing $24.7B. Jon McElhaney has been registered through Davenport & Company since 25 March 2019, has 27 years in the industry across 2 firms and has passed 7 licensing exams.

Role at Davenport & Company

Title on Schedule A
Director
Control
Jon Mcelhaney is a control person of Davenport & Company.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jon Mcelhaney has held the filed role since March 2020.

The firm

Davenport & Company LLC
Richmond, VA

Form ADV filed 27 July 2026

$24.7B AUM17,724 clients228 advisers22 offices

Career on record

Jon McElhaney has been registered through Davenport & Company since March 2019.

Firms and exams, newest first
  1. Passed Series 24 · 2021
  2. Davenport & Company LLCCurrent
    – present · 8 years
    Richmond, VA · Adviser representative · Firm CRD 1588
  3. Passed SIE · 2018
  4. Passed Series 3 · 2011
  5. Passed Series 9 and Series 10 · 2010
  6. Wells Fargo Clearing Services, LLC
    – · 19 years
    Austin, TX · Adviser representative · Firm CRD 19616
  7. Passed Series 66 · 1999
  8. Passed Series 7 · 1998

Registrations and exams

Jon McElhaney has a current investment-adviser registration in Virginia and has passed 7 qualifying exams.

Virginia25 March 2019
Scope
Investment adviser representative
Status
Approved

Examinations

Series 661 February 1999
Name
Uniform Combined State Law Examination
Series 241 April 2021
Name
General Securities Principal Examination
Series 1010 March 2010
Name
General Securities Sales Supervisor - General Module Examination
Series 924 February 2010
Name
General Securities Sales Supervisor - Options Module Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 36 May 2011
Name
National Commodity Futures Examination
Series 79 December 1998
Name
General Securities Representative Examination

Individual record

Full name
Jon Taylor McElhaney
CRD
2883725
Firm
Davenport & Company LLC
Registration status
Investment adviser and broker registrations
Office
ONE JAMES CENTER, 901 EAST CARY STREET, SUITE 1100, Richmond, VA 23219

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Jon McElhaney work?

Jon McElhaney has been Director of Davenport & Company LLC since March 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 27 July 2026

Is Jon McElhaney a financial advisor?

Yes. Jon McElhaney has a current investment-adviser registration in Virginia, through Davenport & Company since March 2019, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Jon McElhaney have?

Jon McElhaney has worked in the financial industry for 27 years as of 17 October 2026, counted from 13 December 1998, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Jon McElhaney passed?

Jon McElhaney has passed 7 licensing exams: the Series 7, Series 66, Series 9, Series 10, Series 3, SIE and Series 24. The earliest, the Series 7, was passed in December 1998.

Source: IAPD individual record, checked 17 October 2026

Where is Jon McElhaney based?

Jon McElhaney’s registered office is in Richmond, VA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Davenport & Company

Sources

  1. IAPD individual record, CRD 2883725. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Davenport & Company LLC, filed 27 July 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jon McElhaney or Davenport & Company LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.