Bbva Wealth Solutions Inc

Investment Advisor
in Houston, TX

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About this Advisor

Jeff Davis is a financial advisor who works out of Houston, Texas, who has been in the industry for 10 years. Davis is an advisor for Bbva Wealth Solutions Inc. Over the course of their career, they have held roles at Jp Morgan Securities LLC, Bbva Securities Inc, Compass Bank, Bbva Compass Insurance Agency, Independent Insurance Producer, Merrill Lynch and Bbva Wealth Solutions Inc. Davis holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Bbva Wealth Solutions Inc is a business that has its headquarters in Houston, Texas. The firm has offices in 661 locations and a total of 409 financial advisors. It handles $1 billion in assets under management across its 3,416 client accounts, placing it among the larger firms in the United States by assets under management. The firm provides services to four charitable organizations. Of its 3,416 client accounts, just 5% belong to high-net-worth individuals who have at least $1 million in assets. Bbva Wealth Solutions Inc has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. Fee types charged by Bbva Wealth Solutions Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets



Office Location

3633 Rice Blvd
Houston, TX 77005

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management


TX Average: $3,042,739,679
Total Number of Employees


TX Average: 49
Total Number of Accounts


TX Average: 2,315
Average Account Size


TX Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jeff Davis Work History

Jeff has 10 years of experience.

2018 - Present (4 years)

Bbva Securities Inc

2018 - Present (4 years)

Compass Bank

2018 - Present (4 years)

Bbva Compass Insurance Agency

2018 - Present (4 years)

Bbva Wealth Solutions Inc

2017 - 2017 (< 1 year)

Independent Insurance Producer

2016 - 2017 (1 year)

Jp Morgan Securities LLC

2014 - 2015 (1 year)

Merrill Lynch

2010 - 2014 (4 years)

Independent Insurance Producer


Jeff Davis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

Richard Coronel
Palm Springs, CA
Tattiana Quiros
Houston, TX
Eliab Alonzo
Mission, TX
Douglas Wilkinson
Scottsdale, AZ
Stephanie Chapman
Birmingham, AL
Mirko Lazenby
San Diego, CA
Jose Felipe Costilla
Sugar Land, TX
Robert Evans
Austin, TX

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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