Jonathan Davis has been an investment adviser representative at Fellowship Financial Planning since April 2024, and is not listed among the firm’s executive officers or direct owners. Jonathan Davis holds a B.A. in Criminal Justice from California State University, Fullerton.
Fellowship Financial Planning, LLC is a Spokane, WA firm with $465M under management, 1,130 clients and 7 advisers across 2 offices, as of its August 2026 filing.
Jon Davis is Financial Advisor of Fellowship Financial Planning. He began his career in the financial services industry in 2013, serving as a financial planner and Vice President at his previous firm before joining Fellowship Financial Planning in 2022. He helps clients connect their investments with their faith values through Faith-Driven Investing.
Jonathan Davis’ longest registration was 8 years at LPL Financial LLC (2014–2022). Before joining Fellowship Financial Planning in 2024, Jonathan Davis was registered through Financial Advocates Investment Management and LPL Financial LLC.
- – present · 2 yearsSpokane, WA · Adviser representative · Firm CRD 330347
- Financial Advocates Investment Management– · 1 yearSpokane, WA · Adviser representative · Firm CRD 151298
- LPL Financial LLC– · 8 yearsSpokane, WA · Adviser representative · Firm CRD 6413
Professional designations
Listed by Fellowship Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Kingdom Advisor (CKA®)
Investment adviser representative registrations
Jonathan Davis is registered as an investment adviser representative in 2 states. The first approvals date from April 2024; the most recent is Idaho, in June 2024.
- IdahoSince 11 June 2024
- WashingtonSince 3 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 February 2014 |
| Series 7 | General Securities Representative Examination | 18 December 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Michael Davis
- CRD
- 6163013
- Firm
- Fellowship Financial Planning · CRD 330347
- Office
- 502 W RIVERSIDE AVE, SUITE 201, Spokane, WA 99201
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fellowshipfinancialplanning.com
Where does Jonathan Davis work?
Jonathan Davis is an investment adviser representative registered through Fellowship Financial Planning, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Davis a financial advisor?
Yes. Jonathan Davis has a current investment-adviser registration in Idaho and Washington, through Fellowship Financial Planning since April 2024.
How many years of experience does Jonathan Davis have?
Jonathan Davis has 12 years in the financial industry, since December 2013, across 3 adviser firms.
What exams has Jonathan Davis passed?
Jonathan Davis has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2013. FINRA credited Jonathan Davis with the SIE, which began in October 2018.
Where did Jonathan Davis work before Fellowship Financial Planning?
Before Fellowship Financial Planning, Jonathan Davis was registered through LPL Financial LLC, March 2014 to September 2022.
Where is Jonathan Davis based?
Jonathan Davis’ registered office is in Spokane, WA.
Is Jonathan Davis registered with FINRA?
No. Jonathan Davis has no current broker registration.
Is Jonathan Davis a CFP?
Fellowship Financial Planning lists Jonathan Davis with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jon Davis, CFP® biography, fellowshipfinancialplanning.com
How can I verify Jonathan Davis’ record?
Search CRD 6163013 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Davis’ full registration record.