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Jay Atchison

Senior Vice President Investments at Davenport & Co. LLC

Virginia Beach, VA , United States

About

Jay D. Atchison is Senior Vice President – Investments at Davenport & Company LLC in Virginia Beach, Virginia. In this role, he provides comprehensive investment advisory and wealth management services to individual and institutional clients, specializing in portfolio construction, risk assessment, and long-term financial planning. He partners as part of the Atchison & Bird Wealth Advisors team, tailoring solutions to meet specific client needs and objectives.

Jay’s investment focus encompasses a broad range of asset classes, with particular expertise in equities, fixed income, and retirement planning for families, professionals, and small business owners. His understanding of diverse market sectors enables him to craft strategies suitable for varying investment horizons and risk profiles, often assisting clients with tax-efficient investment planning and intergenerational wealth transfer.

Jay began his career at IBM before transitioning into finance and joining Davenport & Company in 1994. He holds a Bachelor of Science in Management Information Systems, focusing on Finance and Financial Management Services, from Old Dominion University. Jay is recognized locally for his dedication to client outcomes and involvement with Hampton Roads community organizations, and he has contributed to Davenport’s reputation for client service and fiduciary excellence.

Career History

OrganizationRoleDate RangeDetails
Davenport & Company LLCSenior Vice President InvestmentsSep 1994 to Present
I am committed to providing my clients with the highest level of investment advice and a superior level of personal service.

Education

Old Dominion University

B.S. Management Information Systems, Finance and Financial Management Services

1977 1982

Skills & Expertise

Investments
Financial Advisory
Portfolio Management
Asset Management
Equities
Wealth Management
Mutual Funds
Securities
Financial Analysis
Finance
Strategic Planning
Financial Modeling
Business Development

Others at Davenport & Co. LLC (21)

NameRoleLocation
A
Adam Bergman
SVP, Portfolio ManagerVirginia Beach, VA , United States
Charlie Davis
Charlie Davis
Vice President InvestmentsGreensboro, NC , United States
Church Young
Church Young
Senior Vice President- InvestmentsRichmond, VA , United States
Daphne Martin
Daphne Martin
Investment AssociateRichmond, VA , United States
David Pierce
David Pierce
Branch Manager, Vice President-InvestmentsFredericksburg, VA , United States
Douglas Stopkey
Douglas Stopkey
Senior Vice President, InvestmentsRichmond, VA , United States
Dyke Jones
Dyke Jones
Senior Vice President, InvestmentsRichmond, VA , United States
Edgar Love
Edgar Love
Vice President - InvestmentsDanville, VA , United States
J
Janet Mercadante
Senior Vice President - InvestmentsVirginia Beach, VA , United States
Jason Alford
Jason Alford
Associate Vice President - InvestmentsLynchburg, VA , United States
Showing 1-10 of 21 team members