Jamison Davis is a registered investment advisor, based in Glendale, AZ, with 15 years of industry experience.
Location
Glendale, AZ
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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
Jamison is the owner of Life Planning Financial LLC, which focuses on fixed insurance sales and coaching/training insurance agents. He spends about 10-20% of his time recruiting and training insurance agents to sell fixed life insurance products.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
Previous Registrations
Kingdom Financial Group, LLC
Exemplar Capital, LLCBroker
Fisher Investments
Simplicity Wealth
Simplicity Financial Investment Services, INC.Broker
LPL Financial LLCBroker
Cetera Advisors LLCBroker
The Leaders Group, INC.Broker
Thrivent Investment Management INC.Broker
LPL Financial CorporationBroker
MML Investors Services, INC.Broker
Natcity Investments, INC.Broker
State Registrations1 state
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.