Unclaimed
Jennifer Michele Davis is a financial advisor with over 20 years of experience in the industry. Jennifer is currently registered with State Farm VP Management Corp. and holds Series 6, 7, 63, and SIE licenses. Jennifer has previously worked with J.P. Morgan Securities Inc., Banc One Securities Corporation, CitiStreet Equities LLC, and Southwest Securities, Inc. Jennifer is licensed in Texas.
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.
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.
1
2
TX
12/09/2010 - Present
State Farm VP Management Corp. (RICHARDSON TX)
TX
07/01/2006 - 09/01/2006
J.P. MORGAN SECURITIES INC. (DALLAS TX)
TX
10/21/2003 - 07/01/2006
BANC ONE SECURITIES CORPORATION (DALLAS TX)
NJ
03/12/2001 - 10/28/2003
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
03/16/2000 - 03/02/2001
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BC
Issued 12/19/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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