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Jason Jeffrey Davis

SPC Financial Inc.

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About Jason Jeffrey Davis

Jason Jeffrey Davis is a financial advisor in Rockville, MD. Jason has been in the financial industry since January 18, 2012. Jason is registered with SPC Financial, Inc.. Jason provides financial advice to both individual and corporate clients. Jason is a Series 66, Series 10, Series 9, SIE, and Series 7 licensed advisor.

Firm Information

Jason Davis is currently registered with SPC Financial Inc.. SPC Financial Inc. is an investment advisor based in Rockville, Maryland. The firm manages over $1.16 billion in assets for approximately 3,300 accounts and provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for businesses and individuals. They are registered with the SEC.
SPC Financial Inc.

3202 TOWER OAKS BLVD

ROCKVILLE, MD 20852-4219

$1.16B

Assets Under Management

23

Total Clients

12

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

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

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percentage of assets

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

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Jason Davis’s Registration & Firm History

MD

01/16/2018 - Present

SPC Financial Inc. (ROCKVILLE MD)

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Licenses & Designations

BOTH

Issued 05/01/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/28/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Jeffrey Davis.
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