John Davis is a CFP-designated registered investment advisor at Jkd Financial, based in Springfield, MO, with 8 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 6 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.05% |
Fees consist of a flat annual fee of up to $7,000 regardless of portfolio size. The firm does not charge a traditional percentage of assets under management, but reports a maximum combined fee of 2% when utilizing outside managers.
Fee Estimator
Location
321 E Sunshine St., Suite 170, Springfield, MO, 65807
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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 →Employment History
Current Registrations
Jkd Financial
Previous Registrations
Forvis Mazars Wealth Advisors, LLC
Hya Advisors, INC
Heim, Young & Associates, INC.Broker
State Registrations2 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.
Exams
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