SkyOak Wealth Management, Inc. | Financial Advisor in Medford ,OR

229 N. Bartlett Street
1st Floor
Medford, OR 97501
Phone: (800) 971-8070

Managing Risk Not Just Money


About

Independence allows us to deliver the best service and provide the best solutions for our client's needs not the firm's needs.

Many brokerage firms serve the masses. As such, the size of the assets they manage make it difficult to access certain opportunities. In other words, an affluent client's needs may be subordinated to the needs of the firm and it's 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.

20 Years of Experience



General Information
Firm Start Year:   2010
No.of Employees:   5-9
Insurance License#:   OR 194701 - CA 0A40950
Name of Broker/Dealer:   Brokers International Financial Services
Name of Custodial Firm:   Schwab Institutional
States Licensed in:   CA, OR, WA, TX
Number of Years with Current Firm:   1
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:   Non-Profit Organizations , Individual Investors , Businesses , Foundations & Endowments
Services
Investment Types:   Bonds , Stocks , Annuities , Alternative Investments , Exchange Traded Funds (ETFs) , Mutual Funds , Insurance
I can meet clients in the following ways:   At your office , Via phone , At my office , At your home , Via email


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


Firm Information
Firm's Number of Clients:   80
Firm's Number of Planning Clients:   60
Firm's Number of Managed Clients:   40
Assets Managed by Firm:   $70MM
Advisor's Number of Clients:   30
Advisor's Number of Managed Clients:   25
Advisor's Number of Planning Clients:   30
Assets Managed by Advisor:   $70MM


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 & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets , Hourly , 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.
see more
Jennifer Davis

Jennifer Davis

CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

All

Office Hours

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