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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Davis is a financial advisor with Moss Adams Wealth Advisors LLC located in Rancho Cordova, CA. John has been in the industry since 2000, holding various positions with firms including Principal Securities, Inc., Securities America, Inc., and CliftonLarsonAllen Wealth Advisors, LLC. John has a strong background in investment management, financial planning, and portfolio management for both individuals and businesses. John holds the Series 6, 7, 63, 65, and 66 licenses as well as the SIE exam. John is a Certified Financial Planner™ professional.
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.
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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CA
01/30/2019 - Present
Moss Adams Wealth Advisors LLC (RANCHO CORDOVA CA)
CA
09/18/2017 - 11/19/2018
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (Roseville CA)
CA
11/04/2014 - 09/11/2017
PRINCIPAL SECURITIES, INC. (Roseville CA)
CA
09/17/2012 - 11/04/2014
SECURITIES AMERICA, INC. (ROSEVILLE CA)
CA
10/06/2009 - 09/20/2012
VALIC FINANCIAL ADVISORS, INC. (CHICO CA)
CA
05/14/2009 - 10/07/2009
PURSHE KAPLAN STERLING INVESTMENTS (FOLSOM CA)
NJ
09/27/2007 - 04/23/2009
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NJ
04/05/2007 - 08/14/2007
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CA
10/06/2004 - 02/28/2007
PRINCIPAL FUNDS DISTRIBUTOR, INC. (EL DORADO HILLS CA)
KS
08/18/2004 - 10/08/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
CA
06/05/2002 - 04/20/2004
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
NY
02/26/2001 - 04/03/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
08/18/2000 - 10/03/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 10/16/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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