JT Davis Asset Management LLC is a financial service provider based in Lexington, KY, offering a range of services including asset management, investment planning, tax-efficient solutions, retirement planning, long-term care, estate preservation, and securities. Led by certified financial advisor Johnathon T. Davis, the company takes a client-based approach, tailoring their investment philosophy to each client's risk tolerance and financial goals. With a team of licensed professionals, they monitor and manage retirement accounts, provide insurance services, and offer safe money solutions to maximize savings and protect assets.
Committed to building personal relationships with their clients, JT Davis Asset Management emphasizes legacy planning and income protection, ensuring that loved ones are taken care of in the event of critical, chronic, or terminal illness. With over 50 years of combined experience, their team aims to simplify the complex realm of retirement planning, providing understandable and easy solutions. The company is also actively involved in the community, partnering with UK Athletics and supporting charitable donations through the Blue Grass Community Foundation's Giving Guide.
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