Jeffrey Davis, financial advisor Meadville PA
96 score

Jeffrey Davis

CRD Number: 2019428
Current Firm: Ameriprise Financial Services, Inc.

Jeffrey Davis (CRD# 2019428) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Meadville, PA and has over 26 years of experience in the finance industry. Jeffrey 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
American Express Financial Advisors Inc. Erie, PA Dec 1989 - Current 27
Ids Life Insurance Company Erie, PA Dec 1989 - Current 27
Kmart Corp Erie, PA Jul 1974 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
Contact Info for Jeffrey L. Davis
Phone Number: 612-671-3131
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, 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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