John
Davis

Moss Adams Wealth Advisors LLC

CRD#4235662
Investment Advisor
in Rancho Cordova, CA

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About this Advisor

John Davis is a certified financial planner working in Rancho Cordova, California with a total of 4 years of relevant experience. Davis is currently employed by Moss Adams Wealth Advisors LLC. During their career, Davis has held roles at Securities America, Inc, Securities America Advisors, Inc, Principal Life Insurance Company, Princor Financial Services Corporation, Stone Point Financial And Insurance Services, Cliftonlarsonallen Wealth Advisors, LLC and Moss Adams Wealth Advisors LLC. Davis maintains Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Moss Adams Wealth Advisors LLC is a financial advisory business operating out of Seattle, WA. It has offices in 13 locations and a total of 67 advisors. It controls $3 billion in total assets among its 4,118 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to five charities and foundations. Of its 4,118 client accounts, 85% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Moss Adams Wealth Advisors LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on which service is offered. However, fees billed by Moss Adams Wealth Advisors LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2882 Prospect Park Drive Suite 300
Rancho Cordova, CA 95670

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Moss Adams Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$3,333,840,032

CA Average: $3,566,627,242
Total Number of Employees

67

CA Average: 46
Total Number of Accounts

4,118

CA Average: 1,499
Average Account Size

$809,577

CA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

John Davis Work History

John has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Moss Adams Wealth Advisors LLC

2017 - Present (7 years)

Cliftonlarsonallen Wealth Advisors, LLC

2017 - 2017 (< 1 year)

Stone Point Financial And Insurance Services

2014 - 2017 (3 years)

Principal Life Insurance Company

2014 - 2017 (3 years)

Princor Financial Services Corporation

2012 - 2014 (2 years)

Securities America, Inc

2012 - 2014 (2 years)

Securities America Advisors, Inc

*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 John 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 Moss Adams Wealth Advisors LLC

Colten Christianson
Seattle, WA
Charles Stermetz
Campbell, CA
Emily Paukert
Seattle, WA
Scott Comfort
Seattle, WA
Lindsay Stuart
Portland, OR
Richard Friedland
Los Angeles, CA
John Davis
Rancho Cordova, CA
Dominic Cellitti
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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