Jeremy Davis
Jeremy Davis is a CFP-designated registered investment advisor at Horse Cove Partners LLC, based in Valdosta, GA, with 20 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 44 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horse Cove Partners charges a management fee of no more than 2.5% per year. The fees are calculated daily based on the prior business day’s ending balance of your portfolio. The total fees are annualized and assessed based on weekdays, excluding U.S. federal holidays. Separately Managed Accounts may negotiate which fee structure they prefer.
Location
913 N Patterson St, Valdosta, GA, 31601
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Jeremy sells fixed insurance through Jackson Brokerage & Financial Identity Advisors LLC, where he is also President and involved in practice acquisitions. He also has ownership stakes in Horse Cove Partners LLC, Majestic Heights Partners LLC, and Pathways Podcast, and serves as Secretary for Fairacres Farms, Inc. and Deacon at First Baptist Church Valdosta.
Employment History
Current Registrations
Horse Cove Partners LLC
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Edward JonesBroker
State Registrations25 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.