John Davis Email

Senior Wealth Advisor @ Threadline Wealth

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John Davis Location

Sacramento, CA, US

John Davis Work

2026 - now Senior Wealth Advisor @ Threadline Wealth
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2023 - 2026 Director @ Moss Adams
2018 - 2023 Senior Financial Advisor @ Moss Adams
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2017 - 2018 Senior Wealth Advisor @ CLA (CliftonLarsonAllen)
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2014 - 2017 Senior Financial Services Representative, Principal Securities Registered Representative @ Principal Financial Group
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2012 - 2014 Financial Advisor @ Koi Wealth Management
2010 - 2012 Financial Advisor @ VALIC
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2007 - 2009 Divisional Marketing Director @ AIG SunAmerica Seasons
2005 - 2007 External Wholesaler @ WM Group of Funds
2004 - 2005 Senior Internal Wholesaler @ WM Group of Funds

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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 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. John Davis has 1 emails on RocketReach.

John Davis Emails

Found 1 emails

@hotmail.com

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