 | Jon Davidson has been an investment professional for over 35 years. Since 1989 he has been managing portfolios on a discretionary basis for retirement and individual accounts. Jon specializes in the TIMS program at Cadaret, Grant and Co., Inc. The TIMS program is a discretionary account that offers portfolio management .The account's investment strategy is based upon one's goals, timeframe and tolerance for risk. A full spectrum of investment choices are available, including stocks, no-load and load-waived mutual funds, CD's, corporate bonds, convertible bonds, and municipal bonds. |
| "The brokerage business has changed dramatically since 1973 when I started investing money. Investment choices have multiplied over the years. The choices can become very confusing for most people. My objective is to help my clients through this wide array of choices by managing their portfolio to meet their goals. I want my clients to have a clear expectactions of the potential risks and rewards they can have when I invest their monies. I can't guarantee a double digit return on your money but I can guarantee that the standards that have guided me throughout my career of being honest and analytical will continue." |
| Business Experience | Education and Licensing | |
| 7/2006- Present | President Davidson Securities/ Portfolio Manager/Financial Advisor | • Series 24 General Securities Principal |
| • Series 7 General Securities Representative | ||
| 8/19/89-7/2006 | 2nd VP-Wealth Management/ Financial Advisor Smith Barney | • Life & Variable Annuities Insurance Licensed |
| 1976-8/1989 | VP Sales/ Financial Consultant/ Prudential-Bache Securities | • Series 63 Uniform State Exam |
| 1973-1976 | Broker/ Tax Shelter Coordinator E.F. Hutton | • Series 65 Investment Advisory Agent |
| • Series 3-National Commodity Futures (Inactive) | ||
| • BS., 1964 Springfield College | ||