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Jeffrey Paul Davis

Vanguard Marketing Corp.

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About Jeffrey Paul Davis

Jeffrey Paul Davis is a financial advisor with over 20 years of experience in the industry. Jeffrey is currently registered with Vanguard Marketing Corp. in Charlotte, NC. Before that, Jeffrey worked at EMMETT A LARKIN COMPANY, INC. in San Francisco, CA and SKY INVESTMENTS, INC. in Bryan, OH. Jeffrey is licensed to sell securities in 53 states and the District of Columbia.

Firm Information

Jeffrey Davis is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

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

NC

05/14/2004 - Present

Vanguard Marketing Corp. (CHARLOTTE NC)

CA

02/22/2000 - 01/16/2003

EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)

OH

08/12/1999 - 02/17/2000

SKY INVESTMENTS, INC. (BRYAN OH)

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Licenses & Designations

BOTH

Issued 12/28/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Paul Davis.
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