Jacob Davis (CRD# 7584225) is an Investment Advisor Representative working at Ghp Investment Advisors Inc. in Denver, CO and has 1 year of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ghp Investment Advisors | Denver, CO | Aug 2023 - Current | < 1 |
Fidelity Investments | Denver, CO | Jun 2022 - Jun 2023 | 1 |
Table 6 | Denver, CO | Sep 2021 - Jun 2022 | < 1 |
Duo Restaurant | Denver, CO | Aug 2021 - Sep 2021 | < 1 |
T Street | Lakewood, CO | Jun 2021 - Sep 2021 | < 1 |
Mahogany Ridge | Steamboat Springs, CO | Nov 2018 - Apr 2021 | 2 |
Rollingstone Ranch Golf Course | Steamboat Springs, CO | May 2019 - Nov 2020 | 1 |
Steamboat Ski Resort | Steamboat Springs, CO | Nov 2018 - Apr 2019 | < 1 |
Ymca Camp Thunderbird | Lake Wylie, SC | Aug 2017 - Aug 2018 | 1 |
Valwood School | Hahira, GA | Oct 2017 - May 2018 | < 1 |
Unemployed | Valdosta, GA | Aug 2017 - Nov 2017 | < 1 |
Ymca Camp Cherokee | Lake Wylie, SC | Jun 2009 - Aug 2017 | 8 |
Kennesaw State University | Kennesaw, GA | Aug 2011 - Dec 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2022 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- CO
-
Total Assets Under Management2,437MILLIONS
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Total Number of Accounts4,024ACCOUNTS
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Average Account Value$605,511
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, IL, LA, MA, MD, NE, NH, NJ, NM, NY, OH, OR, TX, WA, WI, WY
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