Jared Davis, financial advisor Meridian ID
93 score

Jared Davis

CRD Number: 5917545
Current Firm: Brookstone Capital Management LLC

Jared Davis (CRD# 5917545) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Meridian, ID and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Four Season Taxes Meridian, ID Jan 2018 - Current < 1
Davis Wealth Management Elk Grove, CA Apr 2014 - Current 4
Roberts Retirement Jackson, CA Sep 2009 - Sep 2014 5
Roberts Retirement Group Jackson, CA Mar 2009 - Sep 2014 5
Horter Investment Management, LLC Jackson, CA Apr 2011 - Aug 2011 < 1
G. C. Wallace, Inc. Las Vegas, NV May 2006 - Feb 2009 2
University Of Phoenix Phoenix, AZ May 2007 - Nov 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Jared L. Davis
Phone Number: 630-653-1400
Registered State(s):
  • CA
  • ID
By the Numbers
  • Total Assets Under Management
    1,687
    MILLIONS
  • Total Number of Accounts
    24,000
    ACCOUNTS
  • Average Account Value
    $70,292
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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