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Jeffrey Bruce Davis

J.h. Darbie & CO., Inc.

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About Jeffrey Bruce Davis

Jeffrey Davis is a financial professional with over two decades of experience in the securities industry. Jeffrey has held various roles in financial institutions such as E1 Asset Management, Inc., Garden State Securities, Inc., SWS Financial Services, Inc., PHD Capital, and now at J.h. Darbie & Co., Inc. Jeffrey's expertise extends across a range of financial services, including portfolio management for individuals.

Firm Information

Jeffrey Davis is currently registered with J.h. Darbie & CO., Inc.. J.h. Darbie & CO., Inc. is a Corporation registered with the SEC and in 46 states. Founded in June 1997, the firm offers advisory services including portfolio management for individuals and selection of other advisors. They also participate in wrap fee programs. They have approximately 9 employees, including licensed agents, investment advisor representatives, and registered representatives. The firm's website is HTTP://WWW.JHDARBIE.COM.

Not reported

Assets Under Management

Not reported

Total Clients

28

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadvisory and solicitations

Subadvisory and solicitations

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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percentage of assets

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

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other

Subadvisory and solicitations

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Jeffrey Davis’s Registration & Firm History

NY

05/01/2024 - Present

J.h. Darbie & CO., Inc. (NEW YORK NY)

NJ

06/02/2016 - 04/30/2024

E1 ASSET MANAGEMENT, INC. (Plainsboro NJ)

NJ

01/02/2014 - 06/08/2016

GARDEN STATE SECURITIES, INC. (East Windsor NJ)

NJ

07/18/2012 - 01/23/2014

SWS FINANCIAL SERVICES, INC. (PRINCETON NJ)

NJ

04/11/2008 - 07/19/2012

PHD CAPITAL (PRINCETON NJ)

NY

08/13/2001 - 04/15/2008

E1 ASSET MANAGEMENT, INC. (NEW YORK NY)

NY

08/16/2000 - 08/10/2001

PHD CAPITAL (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/07/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/21/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 9 public disclosures for Jeffrey Bruce Davis. Review regulatory record here.
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