Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Marvin Davis is a financial advisor at Raymond James & Associates, Inc. Jeffrey has been in the industry since 1984 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Jeffrey is also registered with the following states: Arizona, California, Colorado, Florida, New Mexico, New York, Oregon, Pennsylvania, and South Carolina. Jeffrey's previous experience includes working with UBS Financial Services Inc., Wedbush Securities Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/10/2020 - Present
Raymond James & Associates, Inc. (SANTA BARBARA CA)
CA
12/03/2012 - 06/18/2020
UBS FINANCIAL SERVICES INC. (SANTA BARBARA CA)
CA
07/21/2009 - 12/05/2012
WEDBUSH SECURITIES INC. (SANTA BARBARA CA)
CA
01/01/2008 - 07/20/2009
WELLS FARGO ADVISORS, LLC (SANTA BARBARA CA)
CA
09/09/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SANTA BARBARA CA)
NY
10/26/1984 - 10/02/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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