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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 Mary Davis is a financial advisor with MAI Capital Management, LLC. Jennifer has been in the industry since April 2012 and has been registered as an investment advisor representative in Maryland and Virginia since 2017. She is a Certified Financial Planner and has experience providing financial planning, portfolio management, and due diligence/research services. Jennifer has worked with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jennifer's firm, MAI Capital Management, LLC, is a wealth management firm based in Cleveland, Ohio. The firm provides a variety of financial services to individual and institutional clients.
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.
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.
Due diligence/research
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.
Percentage of non-investment income
1
2
VA
10/17/2024 - Present
MAI Capital Management, LLC (Ashburn VA)
Active
Inactive
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