Jennifer
Davis
Skyoak Capital, Inc
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About this Advisor
Jennifer Davis is a certified financial planner working in Las Vegas, Nevada with a total of 3 years of relevant experience. Davis is currently employed by Skyoak Capital, Inc. Their career trajectory has included roles at Brokers International Financial Services, Skyoak Wealth Management, Kw Securities Corp and Skyoak Wealth, LLC. Davis has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Nevada, Oregon and Texas. Skyoak Capital, Inc is an advisory company headquartered in Las Vegas, NV. It has offices in two locations and a total of six people on staff. It oversees $171 million in assets among its 666 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 666 client accounts, 16% are associated with high-net-worth individuals who have greater than $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advice depend on which services are offered. However, fees billed by Skyoak Capital, Inc can consist of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Skyoak Capital, Inc Brokerage Details
$170,862,603
6
666
$256,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Jennifer Davis Work History
Jennifer has been registered as a financial advisor for 3 years.*
Skyoak Wealth Management
Skyoak Wealth, LLC
Kw Securities Corp
Brokers International Financial Services
Skyoak Wealth Management
*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 Jennifer 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 Skyoak Capital, Inc
Las Vegas, NV
Las Vegas, NV
Las Vegas, NV
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.
