linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Ian Davis

GHP Investment Advisors Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Ian Davis

Jacob Davis is a financial advisor with GHP Investment Advisors Inc. and Israel Investment Advisors, LLC, based in Denver, CO. Jacob has been active in the financial industry for over a year. His expertise includes financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting. Jacob holds the Series 63, Series 66, Series 7, and SIE licenses.

Firm Information

Jacob Davis is currently registered with GHP Investment Advisors Inc.. GHP Investment Advisors Inc. is a Denver, Colorado-based investment advisor with over $2.4 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, pension consulting, and educational seminars. GHP serves a variety of client types, including high-net-worth individuals, corporations, pooled investment vehicles, and pension and profit-sharing plans.
GHP Investment Advisors Inc.

1290 BROADWAY, SUITE 1100

DENVER, CO 80203

$2.44B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Davis’s Registration & Firm History

CO

01/08/2024 - Present

GHP Investment Advisors Inc. (DENVER CO)

CO

09/23/2022 - 07/24/2023

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

Not sure if Jacob Ian Davis is right for you?

Licenses & Designations

BOTH

Issued 01/08/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/03/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/23/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/16/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Ian Davis.
Not sure if Jacob Ian Davis is right for you?