J. Davis Email & Phone Number
Private Wealth Advisor and Managing Director
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J. Davis Location
- Denver, CO, US
J. Davis Work
- 2015 -now Private Wealth Advisor and Managing Director @ JL Davis Financial - A private wealth advisory practice of Ameriprise Financial
- 1976 -2015 Self Employed Financial Services Representative @
- 1980 -1998 Director of Qualified Plans (Connecticut Mutual and MassMutual Advisor and Agent and Broker) @
J. Davis Education
- Baylor University and Colorado State University
(Marketing)
1974-1978 - MacArthur High School
Graduate (General)
1970-1974
J. Davis Skills
- Responsiveness
- Employee Benefits
- Client Relationships
- Public Speaking
- Education Planning
- Change Management
- Prudence
- Diligence
- Business Strategy
- Team Building
- Protection Planning
- Decision-making
- Business Planning
- Strategic Planning
- Marketing
- Customer Service
- Analytical
- Strategic Partnerships
- Leadership
- Customer Experience
- Ability to Listen
- Social Media
- Insurance Broker/agent
- Compliance
- Relationship Building
- Small Business Planning
- Innovation
- Community Service
- Judgment
- Skilled Communicator
- Health Insurance
- Community Relations
- Client Management
- Risk Management
- Ethical character
- Coaching
- Attention to Detail
- Finance
- Trusts
- Investment Advisory
- 401k Rollovers
- Denver Financial Advisor
- Investments
- Income
- Business Succession
- Wealth Management
- 401k Rollover Denver
- Asset Allocation
- Trust Services
- Financial Planning
- Ira Rollover Denver
- Small Business
- Wealth
- Wealth Transfer
- Management
- Long Term Care
- IRA's
- Denver Investment Advisor
- Bonds
- Wealth Accumulation
- Annuity
- Portfolio Management
- Insurance Planning
- Financial Advice
- High Net Worth Individuals
- Retirement
- Real Estate
- Retirement Planning
- Wealth Management Denver
- IRA Rollovers
- Asset Management
- Denver Investment Planning
- Estate Planning
- Strategy
- Securities
- Investment Strategies
- Financial Advisory
- Mutual Funds
- Project Management
- Alternative Investments
- Retirement Solutions
- 401k
- Pensions
- Wealth Preservation Strategies
- Comprehensive Wealth Management
- Wealth Preservation
- Denver Financial Planner
- ETFs
- Financial Analysis
- Retirement Income Strategies
- Roth IRA
- Decision Making
J. Davis Summary
- J. Davis, based in Denver, CO, US, is currently a Private Wealth Advisor and Managing Director at JL Davis Financial - A private wealth advisory practice of Ameriprise Financial . J. Davis brings experience from previous roles at JL Davis Financial Corporation and MassMutual Financial Group. J. Davis holds a 1974 - 1978 Baylor University and Colorado State University. With a robust skill set that includes Responsiveness, Employee Benefits, Client Relationships, Public Speaking, Education Planning and more.
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