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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Marie Davis is a financial advisor registered with the state of Illinois and Texas. She specializes in providing financial advice to individuals, families, businesses, and institutions. Jennifer has a strong background in financial planning, portfolio management, and investment management. She is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses. She is currently employed at Kovitz Investment Group Partners, LLC. Previously, Jennifer worked at Charles Schwab & Co., Inc. and Resource Consulting Group. She has experience working with clients of all ages and financial backgrounds. She is committed to providing her clients with personalized financial advice that meets their unique needs and goals.
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.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
TX
08/01/2024 - Present
Kovitz Investment Group Partners, LLC (Frisco TX)
FL
08/28/2015 - 11/14/2017
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
BC
Issued 09/25/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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