Jillian Davis, financial advisor Walnut Creek CA

Jillian Davis

CRD Number: 7015791
Current Firm: Destination Wealth Management

Jillian Davis (CRD# 7015791) is an Investment Advisor Representative working at Destination Wealth Management in Walnut Creek, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Destination Wealth Management Walnut Creek, CA Nov 2017 - Current 6
Autocom Nissan Of Concord Concord, CA Oct 2016 - Nov 2017 1
Diablo Valley College Pleasant Hill, CA Mar 2016 - Dec 2016 < 1
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Jillian M. Davis
Phone Number: 925-935-2900
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    3,702
    MILLIONS
  • Total Number of Accounts
    5,567
    ACCOUNTS
  • Average Account Value
    $664,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AK, AZ, CA, CO, FL, GA, HI, ID, LA, MA, MD, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, WA

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