linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jefferson Emory Davis

KCD Financial, Inc.

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

About Jefferson Emory Davis

Jefferson Emory Davis is an investment professional with over 25 years of experience. Jefferson's career began in 1990, and since then, he has held positions at several firms, including AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Most recently, Jefferson has been working with KCD Financial, Inc. since January 2016. Jefferson holds licenses for Series 6, Series 63, and SIE exams, and is registered to sell securities in Wisconsin and Florida. Jefferson has a strong track record of success in providing investment advice and financial planning to individuals and high-net-worth clients.

Firm Information

Jefferson Davis is currently registered with KCD Financial, Inc.. KCD Financial, Inc. is a Corporation headquartered in GREEN BAY, WI. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They serve high net worth individuals and individuals other than high net worth. The firm has been in operation since 2003-05-19 and has approximately 175,100,000 in assets under management.
KCD Financial, Inc.

3061 ALLIED STREET

GREEN BAY, WI 54304

$175.10M

Assets Under Management

30

Total Clients

37

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

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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

other

A portion of fees paid to 3rd party advisors

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.

Jefferson Davis’s Registration & Firm History

WI

01/05/2016 - Present

KCD Financial, Inc. (Green Bay WI)

WI

01/24/2007 - 12/05/2011

GERARD ASSET MANAGEMENT, LTD. (MENOMONEE FALLS WI)

NY

01/11/1990 - 02/17/2005

AXA ADVISORS, LLC (NEW YORK NY)

NY

01/11/1990 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

Not sure if Jefferson Emory Davis is right for you?

Licenses & Designations

BC

Issued 12/22/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Jefferson Emory Davis. Review regulatory record here.
Not sure if Jefferson Emory Davis is right for you?