Jerry J Davis Cpa Pc

Jerry J Davis Cpa Pc (CRD# 150939) is a financial advisory firm headquartered in Gresham, OR. They manage $5,230,000 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $137,632
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

OR

Financial Advisors at Jerry J Davis Cpa Pc
Showing 1 - 1 of 1 top financial advisors.
1
Jerry J. Davis
CRD#: 5697078
700 N Main, Gresham, OR 97030
93
Wealthminder
score

Jerry Davis (CRD# 5697078) is an Investment Advisor Representative working at Jerry J Davis Cpa Pc in Gresham, OR and has over 7 years of experience in the finance industry.

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