Jennifer Davis, CFP

Tel: (800) 971-8070
201 Mission Street
Suite 1200
San Francisco, CA 94105

Managing Risk Not Just Money

SkyOak Wealth Management, Inc. | Financial Advisor in San Francisco ,CA

About SkyOak Wealth Management, Inc.

Independence allows us to provide the best solutions for our
client's needs and deliver the best service. Many
brokerage firms serve the masses as well as their stockholders.
As such, the size of the assets they manage makes it difficult to
access certain opportunities. Also, they serve their stockholders
first. In other words, an affluent client's needs may be
subordinated to the needs of the firm and its collective client
base. Independence allows us the opportunity to serve the
individual needs of the client. As an independent advisor,
we are committed to delivering the standard of service only a
boutique firm can offer.

28 Years of Experience



General Information
Firm Start Year:   2010
No.of Employees:   10-19
Insurance License#:   OR 194701 - CA 0A40950
Name of Broker/Dealer:   n/a
Name of Custodial Firm:   Schwab Institutional
States Licensed in:   CA, OR, WA, TX
Number of Years with Current Firm:   9
Work Experience:   I started my career in 1990 as a Personal Banker
at Wells Fargo Bank in Palo Alto, California. I
then spent several years opening Private Banking
Centers in San Francisco for Citibank where I
obtained my insurance and securities licenses.
Between 1996 and 2009 I worked at both Merrill
Lynch and Smith Barney where I became one of the
top woman advisors in the country. At both firms,
I was a part of an elite group of advisors who
were specially trained in advising Ultra High Net
Worth Individuals, Endowments, and Foundations. In
February 2010, I started what is now known as
SkyOak Wealth Management, a boutique financial
advisory firm, based out of Medford, Oregon with
offices in Klamath Falls and Palo Alto,
California.
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations , Foundations & Endowments
Services
Investment Types:   Stocks , Mutual Funds , Bonds , Alternative Investments , Exchange Traded Funds (ETFs) , Annuities , Insurance
I can meet clients in the following ways:   Via phone , At your office , At your home , At my office , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Variable Life , Variable Annuity , Long Term Care , Life , Health , Disability , Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information
Firm's Number of Clients:   380
Firm's Number of Planning Clients:   60
Firm's Number of Managed Clients:   240
Assets Managed by Firm:   $410MM
Advisor's Number of Clients:   30
Advisor's Number of Managed Clients:   25
Advisor's Number of Planning Clients:   30
Assets Managed by Advisor:   $410MM


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   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
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Hourly , Based on Assets , Commissions
Fee % Based on Assets:   1.25-1.50%
Hourly Rate:   $300
Additional Details on Charges:   Hourly rates only charged on special projects and
must be contactually agreed upon by the client.
Minimum Fee Charged for Managed Accounts:   $2500
Minimum Fee Charged for Hourly Planning Accounts:   $300
Minimum Fee Charged for Flat Fee Accounts:   $2500



FAQs

  • What is your approach to financial planning? Our approach is holistic and conservative. We develop comprehensive personal financial statements, including balance sheet, income statement, statement of cash flow, and net worth. All this information is incorporated into the clients holistic financial plan.
  • Will you be the only person working with me? We work as a team and leverage each advisers area of expertise.
  • Do you provide a free initial consultation? Yes. It's an opportunity for our potential clients to get to know us and for us to get to know them and determine if we are a mutual fit.
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Jennifer Davis, CFP

Jennifer Davis, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

Ashland Central Point
Eagle Point Gold Hill
Jacksonville Medford
Phoenix Shady Cove
Talent White City
Williams Rogue Valley

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 5:00 PM