Jeff Davis Email & Phone Number
Financial Advisor and Branch Manager @ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
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Jeff Davis Location
- Charleston, SC, US
Jeff Davis Work
- 2025 -now Financial Advisor and Branch Manager @
- 2021 -2024 Financial Advisor and Branch Manager @
- 2014 -2021 Financial Advisor and Branch Manager @
- 2001 -2011 Financial Advisor and Branch Manager @
- 1993 -2001 Investment Representative @
- 1992 -1992 White House Intern @ The White House
Jeff Davis Education
- Berry College - Campbell School of Business
MBA (Investment Management)
1990-1992 - Mars Hill University
B.S. (Business)
1986-1990
Jeff Davis Skills
- Alternative Investments
- Estate Planning
- Series 63
- Financial Advisory
- Pensions
- Bonds
- Fixed Income
- Insurance
- Retirement Planning
- Financial Planning
- Annuities
- Portfolio Management
- Investments
- Finance
- 401k
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- IRA's
- Strategic Financial Planning
- FINRA
- Investment Strategies
- Stocks
- Asset Management
- Long Term Care
- Wealth
- Annuity
- Series 24
- Strategic Financial
- ETFs
- Trading
- Retirement
- Client Service
- Loans
- Options
- Series 7
- Securities
- Financial Markets
Jeff Davis Summary
- Jeff Davis, based in Charleston, SC, US, is currently a Financial Advisor and Branch Manager at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.. Jeff Davis brings experience from previous roles at Raymond James / High Country Wealth Management, High Country Wealth Management /Cantella & Co., Inc., Raymond James & Associates, Inc and Edward Jones. Jeff Davis holds a 1990 - 1992 MBA in Investment Management @ Berry College - Campbell School of Business. With a robust skill set that includes Alternative Investments, Estate Planning, Series 63, Financial Advisory, Pensions and more. Jeff Davis has 2 emails and 1 mobile phone numbers on RocketReach.
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