Jeffrey Davis
Jeffrey Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tavernier, FL, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
91750 Overseas Highway, Tavernier, FL, 33070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is an officer (CEO) of High Country Wealth Management, managing revenue flow, and an officer (President) of Tidewater Wealth Strategies, LLC, performing administrative duties. Both activities require minimal time and are support companies for a Raymond James Financial Services (RJFS) branch.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
PNC Investments
PNC InvestmentsBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations13 states
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