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John Kent Davis

Forvis Mazars Wealth Advisors, LLC

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About John Kent Davis

John Kent Davis is a financial advisor registered with Forvis Mazars Wealth Advisors, LLC. John has over 8 years of experience in the financial services industry. John holds Series 7 and Series 66 licenses and is a Certified Financial Planner. John is committed to providing comprehensive financial planning services to individuals and families. John's specializations include Retirement planning, Estate planning, College savings, and Insurance planning. John has previously worked at Heim, Young & Associates, Inc. John's current employer, Forvis Mazars Wealth Advisors, LLC is a registered investment advisor with over 100 employees and manages over $8 billion in assets.

Firm Information

John Davis is currently registered with Forvis Mazars Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an investment advisor headquartered in Springfield, MO. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With a focus on high-net-worth clients, the firm manages over $8.9 billion in assets. They are registered with the SEC and have a strong reputation for providing comprehensive and personalized wealth management services.
Forvis Mazars Wealth Advisors, LLC

910 EAST ST LOUIS ST

SPRINGFIELD, MO 65806

$8.92B

Assets Under Management

145

Total Clients

79

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Davis’s Registration & Firm History

MO

01/09/2023 - Present

Forvis Mazars Wealth Advisors, LLC (SPRINGFIELD MO)

MO

05/01/2018 - 04/14/2022

HEIM, YOUNG & ASSOCIATES, INC. (SPRINGFIELD MO)

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Licenses & Designations

BOTH

Issued 09/24/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Kent Davis.
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