Austin Asset
Jonathan Davison is the Chief Investment Officer at Austin Asset, a position held since June 2006, where responsibilities include overseeing Wealth Management and Operations Departments and chairing the Investment Policy Committee. Jonathan is also responsible for all investment research and serves as an ambassador for the firm's investment philosophy. Prior to this role, Jonathan worked as a Financial Advisor at RBC Wealth Management from March 2004 to May 2006 and at UBS Wealth Management from June 2002 to March 2004. Jonathan holds a Bachelor's Degree in Financial Planning and Services and a Bachelor of Business Administration (BBA) in Financial Planning/Services & Risk Management, both earned from Baylor University in 2002.
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Austin Asset
Investment decisions are as much about deciding how to manage your wealth as they are about deciding who should manage your wealth. As a fee-only wealth management firm, we are advocates for our clients and provide financial advice which is as authentic and enduring as our partnership. Whether you have just sold a business, received an inheritance, want to establish a foundation, or simply plan for retirement—when we become partners in your financial future, we intend to be your partner for life.