Jennifer Davis, financial advisor Medford OR

Jennifer Davis

CRD Number: 2481766
Current Firm: Skyoak Capital, Inc.
Compensation Model: Fee Only

Jennifer has over 29 year of financial services experience and is the founder and CEO of SkyOak Wealth Management.  SkyOak is most known for Transitional Wealth Consulting & Preservation, Comprehensive Financial Planning, Risk Averse Portfolio Management, and Corporate Services such as 401k Plans & Stock Options plans. Her team consists of licensed advisors, an attorney, and para planners who each bring a high level of expertise in a certain area of financial services.  SkyOak maintains offices in Menlo Park, Newport Beach, Las Vegas, and Medford Oregon, home of the corporate office.

 

Jennifer’s unique ability and expertise is working with people in major life transitions such a selling business interests, transitioning from private stock ownership to publically traded stock ownership, retiring, losing a spouse, divorce, and/or inheritance. During the 15 years that Jennifer worked for Smith Barney and Merrill Lynch, she advised individuals and families from all different levels of wealth status and family dynamics during the tech boom and “IPO to instant wealth” that was common on Sand Hill Road in the middle of Silicon Valley. During that time she was a part of an elite group of advisors who were specially trained in advising Ultra High Net Worth Individuals & Foundations and became one of the Barron’s Top Woman Advisors in the country.

 

Jennifer is all about helping the client and making sure her clients are engaged and understands each part of the planning and investment strategy process. In 2003, Jennifer and Derek, moved to Southern Oregon from the Palo Alto area to raise their two boys, Max and Jake who they had adopted from Russia also in 2003.  

 

Jennifer is very involved in philanthropy in both her Palo Alto and Southern Oregon communities. She is currently on the Executive Board of the Southern Oregon Humane Society was on the Investment Committee of the Ronald McDonald House at Stanford. Jennifer is big supporter of professional women groups and mentoring programs for young professionals. Jennifer is very passionate about dogs; rescuing dogs and helping foster loving relationships between people in need and dogs.  Jennifer also enjoys family, wine, golf, travel, hiking, and, of course, her two dogs.

CONTACT
Advisory Practice Details
Services Offered:
  • Business
  • Life
  • Long-term care
  • Charitable planning
  • Estate planning
  • Employer retirement plans
  • Social security and retirement income
  • Alternative investments (e.g., hedge funds, private equity)
  • Indexing / passive investing
  • Investment management
  • Socially responsible investing
  • Divorce
  • Retirement planning
  • Sudden wealth
  • Concentrated / highly appreciated positions
  • Stock options / restricted stock
Customer Specialties:
  • LBGT households
  • Women
  • Baby boomers
  • Approaching retirement
  • Mid-career professionals
  • Retirees
  • Widow(er)s
  • Business executives
  • Entrepreneurs
  • Legal professionals
  • Medical professionals
  • Sales professionals
  • Small business owners
  • Technology professionals
Investment Strategy:

We help people manage their assets so they can make a difference and touch other people’s lives. We are independent, employee-owned, and unaffiliated with any parent company. We provide consultative investment and wealth management services for high net worth individuals and their families in addition to retirement plan and institutional consulting.

SkyOak is a woman owned independent registered investment advisor or RIA.  Founded and led by Jennifer A. Davis, a Certified Financial Planner (CFP® ) with over 26 years’ experience within the wealth management industry. SkyOak is broken into several divisions. Each division is ran by a specialist who focuses solely on their area of expertise but all divisions as well as our 10 licensed financial advisors and numerous support staff work as a team to provide you with a customized financial plan and solutions to achieve your goals.

As a Registered Investment Advisory firm, we are bound to serve as fiduciaries for our clients. Your interest must come first.  Our independence and adherence to the fiduciary standard allow us to provide unbiased, conflict-free investment advice.

Our primarily focus is protecting your assets by mitigating risk while providing returns to allow you to retire comfortably and pursue your passions.

From our Palo Alto office we serve the South Bay, the Peninsula, San Francisco, the North Bay, Oakland, Walnut Creek and the East Bay.  Our Medford office serves Ashland, Grants Pass, Roseburg, Eugene, Salem, Portland and Seattle. 

Planning Process:

*We also manage money for majority of our clients. This is a separate area not covered in the initial planning. The services provided in this area consist of risk tolerance analysis, asset allocation, investment selection, and investment management. It most certainly ties into the financial planning process, but is a separate service. Please see the Wealth Management section for additional information.

Professional Designations and Affiliations
Company Name Location Dates Years
Kw Securities Corp Larkspur, CA Mar 2014 - Current 6
Skyoak Wealth Management Medford, OR Feb 2010 - Current 10
Brokers International Financial Services Medford, OR Jul 2010 - Mar 2014 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Menlo Park, CA Jun 2008 - Feb 2010 1
Citigroup Global Markets Inc. Menlo Park, CA Feb 2000 - Jun 2008 8
Smith Barney Menlo Park , CA Feb 2000 - Jun 2008 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Mateo, CA Jun 1996 - Feb 2000 3
Degree School Major Graduation Date
Bachelor of Science California State University at Sacramento Business Jun 1989
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
S65 NASAA Investment Advisors Law Examination Aug 1996
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.

Get Details on the FINRA Advisor Check site
Insights by Jennifer A. Davis
Contact Info for Jennifer A. Davis
By the Numbers
  • Total Assets Under Management
    116
    MILLIONS
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $291,576
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, NV, OR, TX

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