Jonathon B. Davis CFA, CFP®
Jon has been a part of Lawless, Edwards & Warren for nearly 10 years, joining our team in 2014. His role has grown considerably over that period, starting as an associate directly out of college, and now as the Director of Investments for Lawless, Edwards & Warren. In this position, he is integrated throughout our firm's investment process and focuses on evaluating investment managers, developing asset allocation models, implementing those models as our primary trader, and monitoring portfolios on an ongoing basis to ensure that they align with the intended goals and objectives of our clients. Prior to joining the firm, Jonathon spent two seasons as the Marketing and Corporate Sponsorship Assistant for the Denver Broncos.
He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA society of South Florida. He has also earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation and holds the Series 7 Investment License.
CFA | Chartered Financial Analyst | CFA Institute, owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
CFP® | Certified Financial Planner™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.