Broker Check
 
Jonathan M. Davis, CFP®

Jonathan M. Davis, CFP®

Vice President

Jon is a CERTIFIED FINANCIAL PLANNER™ professional, in addition to holding the FINRA General Securities Representative (Series 7) registration with LPL Financial and the Series 66 Uniform Combined State Law registration. 

In 2017, Jon became a certified member of the Kingdom Advisors organization. Certified members of this organization are individuals who have demonstrated themselves to be believers in Jesus Christ, able to apply Biblical wisdom in counsel, technically competent, ethical and of integrity, and committed to practicing Biblical stewardship in their personal and professional life.

Jon plays a vital role in the area of financial planning, trading, and investment services to support the firm’s team approach to client service. Jon also serves as a relationship manager for a growing number of clients. Jon is passionate about learning and professional development, as well as guiding clients in stewarding their resources to pursue their long-term personal and charitable goals. 

Business experience

Prior to joining LORAN GRAHAM Co. in 2015, Jon served at another large LPL Financial branch office in Spokane for three years, serving in a number of different roles emphasizing client service, assistance in financial planning and investment management, and office administration.

Educational background

Jon attended California State University Fullerton on a full Presidential Scholarship, graduating in December 2010 with a bachelor’s degree in Criminal Justice.   

Personal interests

Jon lives in Spokane, WA with his wife Danielle and their sons, Lyle and Clark. Outside the office Jon enjoys being actively involved in his church, spending time with his family, playing and watching basketball, hiking, camping, eating, working outside, and reading. Jon is especially passionate about Gonzaga and Duke basketball.   

 The Certified Financial Planner Board of Standards, Inc. owns the CFP® and CERTIFIED FINANCIAL PLANNERTM marks in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.