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Jeffrey Nolan Davis

Invesco Distributors, Inc.

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About Jeffrey Nolan Davis

Jeffrey Nolan Davis is a financial advisor with over 12 years of experience in the financial services industry. Currently, Jeffrey works as a registered representative for Invesco Distributors, Inc., a firm he joined on May 25, 2019. Previously, Jeffrey was a registered representative at OppenheimerFunds Distributor, Inc., Greenville Securities, LLC, Goldman, Sachs & Co., and UBS Financial Services Inc. Jeffrey holds licenses including Series 7, Series 24, Series 63, Series 66, and Series 79. Jeffrey is currently registered to provide investment advice in all 50 states. Jeffrey is a highly experienced financial advisor and offers a wide range of services to individual and institutional clients.

Firm Information

Jeffrey Davis is currently registered with Invesco Distributors, Inc.. Invesco Distributors, Inc. is a Corporation formed in November 1976. They are registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

221

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.

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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Jeffrey Davis’s Registration & Firm History

TX

05/25/2019 - Present

Invesco Distributors, Inc. (Dallas TX)

NY

07/25/2016 - 05/25/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

TX

10/14/2014 - 07/08/2016

GREENVILLE SECURITIES, LLC (Dallas TX)

NY

10/30/2007 - 05/15/2012

GOLDMAN, SACHS & CO. (NEW YORK NY)

TX

01/16/2009 - 02/13/2009

UBS FINANCIAL SERVICES INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 03/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 10/12/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2014

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 10/29/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Nolan Davis.
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