JD
CFP
JD
CFP

Jessica Lynn Davis

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,022 clients
Average Client Portfolio
$606K average
Assets Under Management
$1.2B

Fee Structure

Loading...

Location

8111 Timberlodge Trail, Dayton, OH, 45458

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Jessica is an investment advisor representative at Tudor Financial. This activity takes about half of Jessica's time.

Employment History
Current Registrations
Westminster Financial Advisory CORP
May 2017 - Present · 8 yrs 9 mos
Tudor Financial, INC.
May 2017 - Present · 8 yrs 9 mos
Westminster Financial Securities, INC.Broker
July 2016 - Present · 9 yrs 7 mos
State Registrations22 states
ALARAZCACTFLGAILINKYMDMIMONCNJOHORPASCTNTXWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.