Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jefferson? Claim Your ProfileJefferson Davenport is a financial advisor with EP Wealth Advisors. Jefferson has been in the financial industry for more than 10 years and holds the Chartered Financial Analyst designation. Jefferson is registered to provide investment advice in California and Georgia. Jefferson specializes in financial planning, portfolio management, and retirement plan advisory services. EP Wealth Advisors is a Registered Investment Advisor with offices in Atlanta, Georgia and Torrance, California. EP Wealth Advisors manages over $22 Billion in assets for individuals, corporations, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
12/26/2024 - Present
EP Wealth Advisors (Atlanta GA)
Active
Inactive
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