Jeffrey DavisCRD 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 27 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.
Royal Alliance Associates, Inc.
Cetera Advisor Networks LLC
|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||43|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1990|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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