Jennifer Davis, financial advisor Orlando FL
89 score

Jennifer Davis

CRD Number: 6230734
Current Firm: Schwab Private Client Investment Advisory, Inc.

Jennifer Davis (CRD# 6230734) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company,inc Orlando, FL Jul 2015 - Current 1
Schwab Private Client Investment Advisory, Inc. Orlando, FL Jul 2015 - Current 1
Brownson Rehmus & Foxworth Chicago, IL Jul 2013 - Apr 2015 1
Princeton University Princeton, NJ Sep 2009 - Jun 2013 3
Princeton University Princeton, NJ Sep 2009 - Jun 2013 3
Brownson Rehmus & Foxworth Chicago, IL Jun 2012 - Sep 2012 < 1
Country Ice Cream & Coffee Fox Lake, IL Jun 2007 - Aug 2009 2
Richmond-burton Community High School Richmond, IL Sep 2005 - May 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2013
S63 Uniform Securities State Law Examination Sep 2015
Contact Info for Jennifer M. Davis
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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
89
Clean Record
This advisor has a clean track record with regulators.

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