Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jolynn? Claim Your ProfileJolynn Davis is a financial advisor with Captrust. She has over 18 years of experience in the financial services industry. Jolynn has a strong background in portfolio management and financial planning, and she is committed to providing her clients with personalized financial advice and guidance. Jolynn is licensed to offer investment advice in Minnesota.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MN
12/20/2023 - Present
Captrust (Monticello MN)
CO
01/04/2021 - 06/19/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
MA
05/01/2014 - 01/04/2021
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
03/17/2011 - 05/01/2014
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MN
11/05/2008 - 02/16/2011
NATIONAL PLANNING CORPORATION (MINNETONKA MN)
MN
11/11/2005 - 08/31/2007
NATIONAL PLANNING CORPORATION (PLYMOUTH MN)
MN
06/03/2004 - 11/14/2005
STANTON INVESTMENT SERVICES, INC. (PLYMOUTH MN)
IA
Issued 12/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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