Jennifer
Davis
Dimensional Fund Advisors Lp
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About this Advisor
Jennifer Davis is a chartered financial analyst working in Austin, Texas, with a total of 14 years of work experience. Davis is an advisor for Dimensional Fund Advisors Lp. Davis has gained experience at Oppenheimer Funds, Objective Advisors, Raymond James & Associates, Inc and Dimensional Fund Advisors. Davis has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Dimensional Fund Advisors Lp is a registered investment business headquartered in Austin, Texas. The company has offices in two locations and a total of 863 financial advisors. It has $637 billion in assets under management among its 465 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves nine charitable organizations. Of its 465 customer accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm has a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fee types charged by Dimensional Fund Advisors Lp most likely are comprised of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Dimensional Fund Advisors Lp Brokerage Details
$636,627,401,726
863
465
$1,369,091,187
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Answer a few questions to get a personalized match.Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Jennifer Davis Work History
Jennifer has 14 years of experience.
Dimensional Fund Advisors
Raymond James & Associates, Inc
Objective Advisors
Oppenheimer Funds
Disclosures
Jennifer Davis has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.