Jerry Davis is a CFP-designated registered investment advisor, based in Louisville, KY, with 27 years of industry experience.
Location
2011 Lake Point Way #101, Louisville, KY, 40223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerry owns JWD Properties LLC, PAT Properties LLC, and LAD Holdings LLC, all real estate holding companies. Jerry is also an insurance sole proprietor, president of Davis Financial Services, Inc. and DFS Tax, LLC, a CFP providing estate planning services, and a local provider for Dave Ramsey's program. Jerry dedicates full-time hours to both his insurance business and Davis Financial Services, Inc., about 10-20% of his time to DFS Tax, LLC, a few hours per week to estate planning, and minimal time to his real estate holdings and Dave Ramsey's program.
Employment History
Current Registrations
Cetera Advisors LLCBroker
Cetera Advisors LLC
Cetera Investment Advisers LLC
Previous Registrations
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations9 states
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