Jarrett Davis Email & Phone Number
Wealth Advisor, Financial Planner @ Oakbridge Partners
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Jarrett Davis Location
- Atlanta, GA, US
Jarrett Davis Work
- 2013 -now Wealth Advisor, Financial Planner @
- 2010 -2012 Sr. Private Banker, Vice President @
- 2007 -2010 Private Banker, Vice President @
- 2005 -2007 Financial Advisor @
- 1988 -2005 1st Vice President @
Jarrett Davis Education
- University of Georgia - Terry College of Business
BBA (Risk Management and Insurance)
1976-1980 - Westminster Schools 1963-1976
Jarrett Davis Skills
- Estate Planning
- Series 63
- High Net Worth Individuals
- Strategic Financial Planning
- Commercial Banking
- Banking
- Investments
- Trust Services
- Finance
- Certified Financial Planner
- Wealth
- Investment Advisory
- Loans
- Financial Services
- Commercial Lending
- Retirement Planning
- Wealth Management
- Investment Management
- Wealth Management Services
- Series 7
Jarrett Davis Summary
- Jarrett Davis, based in Atlanta, GA, US, is currently a Wealth Advisor, Financial Planner at Oakbridge Partners. Jarrett Davis brings experience from previous roles at Wells Fargo Private Bank, Morgan Stanley Smith Barney, Merrill Lynch and SunTrust Bank. Jarrett Davis holds a 1976 - 1980 BBA in Risk Management and Insurance @ University of Georgia - Terry College of Business. With a robust skill set that includes Estate Planning, Series 63, High Net Worth Individuals, Strategic Financial Planning, Commercial Banking and more. Jarrett Davis has 1 emails and 2 mobile phone numbers on RocketReach.
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Jarrett Davis
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