Jeffrey Davis, financial advisor Colorado Springs CO
69 score

Jeffrey Davis

CRD Number: 6083134
Current Firm: T. Rowe Price Advisory Services, Inc.

Jeffrey Davis (CRD# 6083134) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and has over 2 years of experience in the finance industry.

Similar Advisors
Richard Fleming, financial advisor Colorado Springs CO
Richard A. Fleming
CRD# 4498348
Garrett Investment Advisors, LLC
Score
103
Similar Advisors
Johann Klaassen, financial advisor Colorado Springs CO
Johann A. Klaassen
CRD# 4280579
Horizons Sustainable Financial Services, Inc.
Score
103
Similar Advisors
Mary Brooks, financial advisor Colorado Springs CO
Mary A. Brooks
CRD# 1774304
Brooks Financial Planning
Score
101
Company Name Location Dates Years
T. Rowe Price Colorado Springs, CO Jun 2012 - Current 4
Borriello Brothers Colorado Springs, CO Aug 2011 - May 2012 < 1
University Of Colorado Colorado Springs, CO Jan 2011 - Jun 2011 < 1
Borriello Brothers Colorado Springs, CO Jul 2007 - Jan 2011 3
Oce North America Denver, CO Dec 2007 - Jun 2009 1
University Of Colorado Boulder, CO Jan 2007 - Jul 2007 < 1
Borriello Brothers Colorado Springs, CO Apr 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey T. Davis
Phone Number: 410-345-2000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Davis and other advisors.
BADGES
69

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.