Verified recordFinancial Services

Jonathan M. Davis

Partner at Rivertree Financial Planning

Based in Jackson, United States

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Seniority

C-Team

Department

General Business & Management

Location

Jackson

Industry

Financial Services

Company size

11

Contact information

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Email

1 credit

j•••••••@rivertreefp.com

Phone

5 credits

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Background

About Jonathan M. Davis

Jonathan serves as Partner with Jackson, MS based firm, Rivertree Financial Planning, LLC. At Rivertree Financial planning our mission is to help individuals and families grow, protect and give money through sound, biblical financial planning. Securities offered through Valmark Securities, Inc. Member FINRA, SIPCInvestment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive, Suite 300 Akron, Ohio 1-800-765-5201 Rivertree Financial Planning is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Representatives may only conduct business in states where he or she is registered or qualifies for an exemption or exclusion from registration.

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