Jonathan Davis
One Day Wealth Management · Ocala, Florida
Jonathan Davis is a fee-only financial advisor at One Day Wealth Management in Ocala, Florida, who holds the CFP, ChFC and CFA credentials. Jonathan charges a percentage of assets and focuses on tax planning and retirement planning.
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Specialties
Facts
| Firm | One Day Wealth Management |
|---|---|
| Based in | Ocala, Florida |
| Fee model | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Not currently |
| Assets under management | $28.2M across 119 accounts |
| Credentials | CFP · ChFC · CFA |
| SEC registration | Investment adviser representative in FL, LA, TX · CRD 6199333 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | onedaywealthmanagement.com |
| Profile |
How Jonathan's firm compares
- One Day Wealth Management's average account is about $237,000, from its Form ADV (assets managed divided by 119 accounts).
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Questions about Jonathan
Is Jonathan Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and One Day Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan charges a percentage of assets.
Does Jonathan work with clients virtually?
Yes. One Day Wealth Management says on its website that it works with clients remotely.
Where is Jonathan Davis based?
Jonathan Davis is based in Ocala, Florida.
What does Jonathan specialize in?
Jonathan's specialties include tax planning and retirement planning.
What credentials does Jonathan Davis hold?
Jonathan Davis holds the CFP, ChFC and CFA credentials.
Is Jonathan Davis registered with the SEC?
Yes. Jonathan Davis is registered as an investment adviser representative in FL, LA and TX (CRD 6199333), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does One Day Wealth Management manage?
One Day Wealth Management reports $28.2M across 119 accounts in assets under management.
How do I contact Jonathan Davis?
Through Jonathan's website, onedaywealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- One Day Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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