Jeremy Davis (CRD# 4924731) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Valdosta, GA and has over 19 years of experience in the finance industry. Jeremy Davis has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2198015
Equitable Advisors, LLC
CRD# 3081511
Stifel, Nicolaus & Company, Incorporated
CRD# 4969852
Stifel, Nicolaus & Company, Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Horse Cove Partners LLC | Atlanta, GA | Aug 2020 - Current | 4 |
Cetera Investment Advisers LLC | Valdosta, GA | Mar 2018 - Current | 6 |
Cetera Investment Services LLC | St. Cloud, MN | Mar 2018 - Current | 6 |
The Kerrigan Davis Group LLC | Valdosia, GA | Apr 2015 - Feb 2018 | 2 |
Cetera Investment Advisers LLC | Valdosta, GA | Jan 2014 - Feb 2018 | 4 |
Cetera Investment Services LLC | St. Cloud, MN | Jul 2010 - Feb 2018 | 7 |
Commercial Banking Co | Valdosta, GA | Jul 2010 - Apr 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2005 |
S65 | NASAA Investment Advisors Law Examination | Feb 2007 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- GA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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