|Name of Custodial Firm:||TD Ameritrade|
|States Licensed in:||CA|
|Number of Years with Current Firm:||5|
|Advisory Services Provided:||Tax Advice and Services, Estate Planning & Trusts, 401K Rollovers, Retirement Planning, Education Funding and Planning, Wealth Management, Insurance Planning|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Annuity|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Commissions, Based on Assets, Flat Fee|
|Fee % Based on Assets:||Varies|
|Electrical Engineering - Electrical Engineering||
Brigham Young - Provo, UT
September 2001-April 2006
|MBA - Master of Business Administration||
University of Phoenix - Las Vegas, NV
June 2007-November 2008
|Certificate of Financial Planning||
Florida State University - Tallahasee, FL
August 2011-May 2012
Jared Davis is a Certified Financial Planner (CFP) and an Investment Advisor Representative. Founder of Davis Wealth Management, his main desire is help our clients in all aspects of Comprehensive Financial Planning. He strives to understand his clients financial goals and aspirations, while assisting them to implement a plan that will provide them financial stability, and monitoring their portfolio to match their lifestyle and the ever changing economy.
Jared grew up in Florida and was the middle child of five children. His parents taught him the importance of education, hard work, being active in his faith and community. He attended Brigham Young University and graduated with a degree in Electrical Engineering in 2006. After graduation, he moved to Las Vegas where he worked as an Electrical Engineer. While pursuing his engineering career, Jared went back to school and received his MBA. Upon completion of his MBA in 2008, Jared decided to change his career path and entered the world of finance. After gaining important experience and acquiring different credentials in this industry, Jared decided to start his own practice.
Jared is currently licensed as an Investment Advisor Representative. In July 2012, he finished a certificate of Financial Planning at Florida State University and passed the very difficult CFP exam. As a Certified Financial Planner, he must act as true fiduciary which means to always act in the best interest of the client. His engineering, business, and financial background makes him very knowledgeable and helps him relate to different industries.
Social Security isnt a reliable source for retirement any longer. Life expectancy is longer, health costs are increasing, non-traditional retirement plans are being disregarded, and the cost of living is on the rise. Davis Wealth Management can help you start planning today to protect your future retirement. Our retirement planning experts can assist you in implementing wealth accumulation, asset protection, tax planning, estate planning, income planning, long-term care, and life insurance strategies into your retirement planning portfolio. We want to provide you with peace of mind, knowing that you will maintain the same quality of life (or better) during your retirement years and ensure that your estate will be passed onto your heirs in the most tax-advantageous manner.
Davis Wealth Management can help you roll over your retirement savings accounts therefore helping you prevent unnecessary taxes, penalties, and fees and form a comprehensive retirement plan. Whether you have a 401(k), pension, 403b, IRA, or 457, Davis Wealth can assist you create the plan you need to achieve your retirement objectives.
Life insurance can create financial security for your family at the time of your passing. It can provide an immediate source of income to be used to reconcile outstanding debts. There are many different types of Life Insurance plans and we have the specialty to recommend the best plan to suit your needs. Let Davis Wealth Management assist you in giving you loved ones this additional financial security by adding life insurance to your estate portfolio.
Jared Davis CFP, MBA
Marie Davis Chief Operations Officer
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|