Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Davis is a financial advisor affiliated with Raymond James & Associates, Inc., licensed to provide investment advice in multiple states. Jenna holds a Series 7, 63, and 66 licenses, with several years of experience in the financial industry. Previously, Jenna worked at Purshe Kaplan Sterling Investments. Jenna's professional background includes experience in various roles, including at Stephens Inc., 49 Financial, and Thrivent Advisor Network d/b/a 49 Financial.
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
AR
12/03/2024 - Present
Raymond James & Associates, Inc. (ROGERS AR)
AR
08/04/2022 - 08/16/2022
PURSHE KAPLAN STERLING INVESTMENTS (Rogers AR)
BOTH
Issued 03/29/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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