Jeffrey Davis
Jeffrey Davis is a registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 31 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
Get directionsHistory
Regulatory History (12)
Customer Dispute
June 2019Regulatory
April 2017Customer Dispute
April 2012Customer Dispute
March 2012Customer Dispute
March 2012Customer Dispute
October 2011Customer Dispute
July 2003Customer Dispute
February 2002Customer Dispute
February 2002Customer Dispute
September 2001Customer Dispute
August 2001Employment Separation After Allegations
January 2001Other Business ActivitiesSells Insurance
Jeffrey operates under the DBA Davis Financial, working as a financial advisor and spending most of his time advising clients on investments. He also sells fixed insurance products, dedicating minimal time to this activity, and volunteers as a soccer coach.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Harvest Capital Advisors, LLC
Harvest Capital LLCBroker
National Planning CorporationBroker
Invest Financial CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.