Jay Atchison
Senior Vice President Investments at Davenport & Co. LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Davenport & Company LLC | Senior Vice President Investments | Sep 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
Others at Davenport & Co. LLC (21)
| Name | Role | Location |
|---|---|---|
A Adam Bergman | SVP, Portfolio Manager | Virginia Beach, VA , United States |
| Vice President Investments | Greensboro, NC , United States | |
| Senior Vice President- Investments | Richmond, VA , United States | |
| Investment Associate | Richmond, VA , United States | |
| Branch Manager, Vice President-Investments | Fredericksburg, VA , United States | |
| Senior Vice President, Investments | Richmond, VA , United States | |
| Senior Vice President, Investments | Richmond, VA , United States | |
| Vice President - Investments | Danville, VA , United States | |
J Janet Mercadante | Senior Vice President - Investments | Virginia Beach, VA , United States |
| Associate Vice President - Investments | Lynchburg, VA , United States |