John Davis Email & Phone Number
Senior Wealth Advisor @ Threadline Wealth
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John Davis Location
- Sacramento, CA, US
John Davis Work
- 2026 -now Senior Wealth Advisor @
- 2023 -2026 Director @
- 2018 -2023 Senior Financial Advisor @
- 2017 -2018 Senior Wealth Advisor @
- 2014 -2017 Senior Financial Services Representative, Principal Securities Registered Representative @
- 2012 -2014 Financial Advisor @ Koi Wealth Management
- 2010 -2012 Financial Advisor @
- 2007 -2009 Divisional Marketing Director @ AIG SunAmerica Seasons
- 2005 -2007 External Wholesaler @
- 2004 -2005 Senior Internal Wholesaler @
- 2003 -2004 Portfolio Trader @ London Pacific Advisors
- 2002 -2003 Research Analyst @ London Pacific Advisors
- 2000 -2002 Registered Client Associate @
John Davis Education
- University of California, Davis
Bachelor of Science (BS) (Managerial Economics)
1996-2000 - University of California, Davis
Bachelor of Science (Agricultural and Resource Economics; an emphasis in Managerial Economics)
1996-2000
John Davis Skills
- Mutual Funds
- Series 7
- Asset Allocation
- Strategy
- Retirement Planning
- Variable Annuities
- Fixed Annuities
- Financial Analysis
- IRAs
John Davis Summary
- John Davis, based in Sacramento, CA, US, is currently a Senior Wealth Advisor at Threadline Wealth. John Davis brings experience from previous roles at Moss Adams, CliftonLarsonAllen and Principal Financial Group. John Davis holds a 1996 - 2000 Bachelor of Science (BS) in Managerial Economics @ University of California, Davis. With a robust skill set that includes Mutual Funds, Series 7, Asset Allocation, Strategy, Retirement Planning and more. John Davis has 2 emails and 2 mobile phone numbers on RocketReach.
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