Jerry Davis, financial advisor Louisville KY
96 score

Jerry Davis

CRD Number: 3159488
Current Firm: First Allied Advisory Services, Inc.

Jerry Davis (CRD# 3159488) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in Louisville, KY and has over 17 years of experience in the finance industry. Jerry Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Next Financial Group Houston, TX Oct 2006 - Current 10
Raymond James Financial Services Louisville, KY Feb 2003 - Oct 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
Contact Info for Jerry W. Davis
Phone Number: 866-378-1376
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    4,440
    MILLIONS
  • Total Number of Accounts
    26,339
    ACCOUNTS
  • Average Account Value
    $168,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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