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Trust us to be your dependable partner in establishing a legacy of success.

About US

We are Davis Legacy Ventures

Our mission is clear: to offer strategic guidance, provide insightful solutions, and supply valuable resources that assist our clients in navigating the complexities of today’s ever-changing business environment. We stand firm in the belief that success is rooted in a solid foundation of knowledge, adaptability, and collaborative effort.
Why Choose Us

Discover Our Loan Solutions

Embark on a journey of financial empowerment as you discover our diverse and tailored loan solutions. At Davis Legacy Ventures, we prioritize your unique needs, offering a range of flexible options designed to meet your specific goals.

Start Your Loan

At Davis Legacy Ventures, we prioritize your convenience, ensuring a straightforward and swift start to securing the financial support you need.

Our Guarantee

We promise transparent processes, competitive rates, and unwavering support throughout your loan experience, ensuring your satisfaction and success.

 

Our Services
  • Business Consulting: Our seasoned consultants collaborate directly with clients to craft bespoke strategies that foster growth and prosperity.
  • Entrepreneurship Programs: We facilitate programs and mentorship opportunities designed to bolster aspiring entrepreneurs on their path to success.
  • Community Engagement: We take an active role in both local and global communities through philanthropic endeavors and volunteerism.
  • Financing Options: At Davis Legacy Ventures, we understand the financial challenges businesses face. That’s why we offer a range of financing options tailored to your specific needs. Whether you’re a startup seeking initial capital or an established business looking for growth funding, we have solutions that can help. Visit our Financing Options page for more information.

Fast & Efficient

Experience the epitome of speed and efficiency with our loan services, ensuring swift financial solutions tailored to your needs.

Guidance at every step

Navigate your financial journey with confidence, where expert guidance accompanies you at every step.

Personalized Service

Indulge in a tailored  experience with our personalized service, where all aspects are crafted to match your needs.

Our Vision

Our Values

The core values that underpin Davis Legacy Ventures are the driving force behind our actions:

integrity

Integrity is at the core of our loan company, where we uphold the highest ethical standards in all our financial dealings.

transparency

Trust us for transparent and honest practices that prioritize the well-being and trust of our clients.

customer-centricity

We are committed to delivering not just financial solutions but an exceptional experience tailored each client individually.

innovation

Innovation is a cornerstone of our company, where we seek creative solutions to enhance the customer experience.

Our Founder

Jonathan K. Davis, MBA

Jonathan K. Davis, MBA—widely known as The Mortgage Vet—is a seasoned professional with over a decade of experience in the financial services industry. With a background rooted in precision, service, and strategic insight, Jonathan has become a trusted name in mortgage lending and financial guidance. His MBA underscores a deep understanding of market dynamics, while his military-inspired discipline shapes his client-first approach.

Whether helping first-time homebuyers navigate their options or guiding seasoned investors through complex lending landscapes, Jonathan brings clarity, confidence, and a steady hand to every transaction. His mission? To demystify the mortgage process and empower clients to make informed financial decisions that build long-term wealth.

Our Founder

Terry M. Jones

For Terry M. Jones, real estate isn’t just about properties—it’s about people, legacy, and doing what’s right, every time. Born and raised in Lakeland, Florida, Terry understands the heartbeat of this community. With over a decade of experience in real estate and investment strategy, he’s helped families, investors, and first-time buyers find not just a place to live, but a place to belong.

Terry joined Davis Legacy Ventures with a clear mission: to make smart investing accessible and personal. Known for his integrity, deep market insight, and steady guidance, he brings a calm confidence to every transaction—earning trust not just through results, but through relationships.

Whether you’re navigating your first investment property or building generational wealth, Terry shows up with a clear plan, transparent communication, and a heart for service.

“My goal isn’t just to close deals—it’s to open doors for my clients, in every sense of the word.”

Apply Now: Deal Submission Form

Please Upload Files to help us to screen your deal.


This is not required to quote your loan but will speed things up if you want to close quickly! Upload if applicable: - Original Purchase Contract (or settlement statement if refinance) - All amendments to original contract (including assignment agreements) - Supporting Docs you may have (Valuations, Credit Reports, Rehab Budgets, Construction Plans, etc.) Thank You!

CREDIT/BG EVENTS


Do you have any significant credit or background issues? This would include any felony convictions, previous judgements, tax liens, bankruptcies, etc. If unsure please pick "YES."