Jillian
Davis
Destination Wealth Management
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About this Advisor
Jillian Davis is a financial advisor working out of Walnut Creek, California with a total of 5 years of relevant experience. Davis is an employee of Destination Wealth Management. Their career trajectory has included roles at Destination Wealth Management, Autocom Nissan Of Concord, Diablo Valley College, True Car, Autocom Nissan Of Walnut Creek and Wells Fargo. Davis maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in California. Destination Wealth Management is a registered investment firm that has its headquarters in Walnut Creek, CA. It handles $3 billion in total assets among its 5,463 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves three charities and foundations. Of its 5,463 client accounts, 49% belong to high-net-worth investors who have more than $1 million in assets. Destination Wealth Management performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually are based on the financial services. Fees charged by Destination Wealth Management can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Destination Wealth Management Brokerage Details
$3,211,516,711
51
5,463
$587,867
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jillian Davis Work History
Jillian has been registered as a financial advisor for 5 years.*
Destination Wealth Management
Autocom Nissan Of Concord
Diablo Valley College
True Car
Autocom Nissan Of Concord
Autocom Nissan Of Walnut Creek
Wells Fargo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jillian Davis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Destination Wealth Management
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
Walnut Creek, CA
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