Your Local Financial Advisor in Lexington, KY
Johnathon T. Davis is a certified financial advisor featured in numerous financial magazine publications and has been the featured guest on countless financial podcasts.
JT Davis Asset Management is a Proud Partner of UK Athletics.
JT Davis Financial Was Recently Featured On Yahoo Finance!
JT Davis Financial had an article picked up by Yahoo Finance discussing your secret 401K option, the self-directed brokerage account.
Personal Relationships Are What Make Us Different!
Johnathon is a big believer in developing a relationship with his clients. Becoming friends is not required but certainly not out of the question. This is important because the investment philosophy we take at JT Davis is adjusted based on each client’s risk tolerance and financial goals.
Legacy Planning
Let us help you efficiently plan for the people and causes you care about after you are gone.
Assets Under Management
We have a team of licensed professionals to monitor and manage your retirement accounts, protecting you from downturns in the market.
Insurance Services
Let us help you lay the foundation of protection that you can proudly stand on and know that if you have a critical, chronic or terminal illness your loved ones will be protected.
Safe Money Solutions
We have safe money solutions tailored to each individuals’ needs as you take the steps from contribution to distribution. Our tax-deferred strategies maximize your savings.
Retirement Strategies
Whether you don’t have a clue or have a more complex financial situation, let us help you solve the financial puzzle. We make sure you won’t outlive your income.
Income Protection
Let us help you protect your hard-earned assets and an income to last a lifetime. We will make sure if you leave your loved ones behind, that they have what they need.
Chief Financial Advisor
Johnathon T. Davis is the managing principal at JT Davis Asset Management. Along with his team, Johnathon would like to discuss your financial future and create a plan to ensure you reach all of your financial goals.
Our team at JT Davis Asset Management believes in a client-based approach that translates the complicated realm of retirement planning into something easily understandable.
5 Retirement Income Streams
Our team at JT Davis has over 50 years of combined experience. We believe in a client-based approach that translates the complicated realm of retirement planning into something understandable and easy.
Download our free, no-obligation guide to help when planning for your retirement!
Check out and download our financial resources.
JT Davis Asset Management Featured On
Lexington WTVQ
TOPS LEXINGTON
CLS Investments
SEC.GOV
National Income
UK Entrepreneur
One News Page
Let’s Talk About Your Financial Future
Financial Advisor Johnathon T. Davis is ready to talk when you are.
Call JT Davis Asset Management
(859) 359-3390
Email JT Davis Asset Management
jtdavis@jtdavisky.com
JT Davis Asset Management on Social Media
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Complete the form below to schedule an introductory consultation call so we each can determine if we are a good fit for each other.
Review Our Financial Resources
We highly encourage you to contact us whether you think you are ready or not because that would be a great 1st step towards reaching financial freedom.
If you’d like to do a little self-educating, view our financial resources.
COVID-19 Update
We hope you and your loved ones are happy and healthy. JT Davis Asset Management is open and onboarding new clients. Contact us with confidence and let’s create a plan to make sure you reach your financial goals. Our services can be provided by phone, email, and video calls if you are uncomfortable meeting in person at this time.
JT Davis Financial Advisors
At JT Davis Asset Management we eat, sleep, drink, and breathe Kentucky Blue, yet our favorite color is still green!
Let’s talk about your green and start growing a forest in your retirement accounts.
Charitable Donations
The Giving Guide by Blue Grass Community Foundation makes planning your charitable donations easy.
Learn how to donate to charities like a pro!
