Jon N. Davidson
President Davidson Securities
Portfolio Manager/Investment Professional
 
4721 Ridge Road
Cazenovia, NY 13035
 

Jon Davidson has been a investment professional for over 30 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 no-load, and load-waived mutual funds, stocks, CD's, corporate bonds, convertible bonds, and municipal bonds.

Investing on your own is a challenging and daunting task, even for the most savvy investor. With the thousands of investment choices available to investors, it takes a professional with knowledge and experience to select the investments that will best suit your portfolio. An investment professional such as Jon Davidson can provide that expertise and help you stay focused on your long-term financial goals.

For additional information regarding the discretionary TIMS programs, Jon's individual approach and style to investing please contact him at one of the numbers above.

Keep in Mind

Considering Retirement? Rolling over a 401 (k)? Have a rollover question? Please call

Ready to rollover a CD? Have you considered Tax Free Municipal Bonds?


Business Experience
Education and Licensing
7/2006- Present

President Davidson Securities/ Portfolio Manager/

Investment Professional

• Series 24 General Securities Principal
• Series 7 General Securities Representative
8/1989-7/2006 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