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).
Total Assets Under Management5MILLION
Total Number of Accounts38ACCOUNTS
Average Account Value$137,632
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Jerry Davis (CRD# 5697078) is an Investment Advisor Representative working at Jerry J Davis Cpa Pc in Gresham, OR and has over 8 years of experience in the finance industry.