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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry W Davis is a financial advisor with over 20 years of experience in the financial services industry. Jerry is currently registered with Cetera Investment Advisers LLC. Jerry has a wide range of experience, including working with First Allied Securities, Inc., Next Financial Group, Inc., and Raymond James Financial Services, Inc. Jerry holds a Series 63, Series 7, Series 24, and Series 51 license, as well as the SIE and Series 99TO. Jerry has expertise in financial planning, pension consulting, educational seminars, and portfolio management. Jerry W Davis is committed to providing clients with personalized financial advice and guidance.
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.
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.
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2
KY
11/01/2022 - Present
Cetera Investment Advisers LLC (LOUISVILLE KY)
KY
11/25/2013 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (LOUSIVILLE KY)
KY
10/27/2006 - 11/26/2013
NEXT FINANCIAL GROUP, INC. (LOUISVILLE KY)
KY
02/14/2003 - 11/01/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (LOUISVILLE KY)
MO
01/20/1999 - 02/20/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 1/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/9/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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