Jeffrey Davis, financial advisor Salem OR
89 score

Jeffrey Davis

CRD Number: 6204297
Current Firm: Edward Jones

Jeffrey Davis (CRD# 6204297) is an Investment Advisor Representative working at Edward Jones in Salem, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Salem, OR Jun 2013 - Current 3
Oregon State Hospital Salem, OR Sep 2011 - Jun 2013 1
Oregon State Hospital Salem, OR Sep 2009 - Sep 2011 2
Oregon State University Corvallis, OR Jul 2009 - May 2010 < 1
Ups Salem, OR Nov 2008 - Sep 2009 < 1
Trail Blazers Inc. Portland, OR Feb 2008 - Jun 2009 1
Remedy Intelligent Staffing Honolulu, HI Jul 2006 - Feb 2008 1
Univerisity Of Hawaii Honolulu, HI Sep 2005 - Dec 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2013
Contact Info for Jeffrey A. Davis
Phone Number: 314-515-2000
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, VI, 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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