JD
JD

Jenny Davis

18 Years of Experience
Austin, TX
Broker

Jenny Davis is a registered investment advisor at Raymond James & Associates, INC., based in Austin, TX, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6034 West Courtyard Drive, Suite 305, Austin, TX, 78730

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jenny owns and operates Shiloh Ranch River Retreat, a rental property, since December 2023. She dedicates minimal time to this business.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2024 - Present · 2 yrs 3 mos
Raymond James & Associates, INC.
February 2024 - Present · 2 yrs 3 mos
Raymond James & Associates, INC.
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Edward Jones
October 2019 - February 2024 · 4 yrs 4 mos
Edward JonesBroker
October 2019 - February 2024 · 4 yrs 4 mos
Dfa Securities LLCBroker
May 2018 - September 2019 · 1 yr 4 mos
Dimensional Fund Advisors LP
May 2018 - September 2019 · 1 yr 4 mos
Raymond James & Associates, INC.Broker
January 2011 - June 2017 · 6 yrs 5 mos
Oppenheimerfunds Distributor, INC.Broker
November 2004 - February 2009 · 4 yrs 3 mos
Raymond James & Associates, INC.Broker
August 2004 - October 2004 · 2 mos
State Registrations16 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.