Jennifer
Davis

Relative Value Partners, LLC

CRD#6230734
Investment Advisor
in Nashotah, WI

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About this Advisor

Jennifer Davis is a certified financial planner who works out of Nashotah, Wisconsin, with a total of 1 year of relevant experience. Davis is an employee of Relative Value Partners, LLC. Over the course of their career, they have held roles at Brownson Rehmus & Foxworth, Princeton University, Charles Schwab & Co., Inc, Schwab Private Client Investment Advisory, Inc, Charles Schwab Bank, Resource Consulting Group, Relative Value Partners, LLC and Brownson, Rehmus & Foxworth, Inc. Davis has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Wisconsin. Relative Value Partners, LLC is an advisory company operating out of Northbrook, IL. The firm has offices in three locations and a total of 21 advisors. It handles $2 billion in assets under management among its 1,449 accounts, placing it among the largest firms in the United States by assets under management. Of its 1,449 client accounts, 81% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice largely depend on which service is offered. Fees billed by Relative Value Partners, LLC most likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Nashotah, WI

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Relative Value Partners, LLC Brokerage Details

Total Assets Under Management

$2,225,902,334

WI Average: $6,674,516,078
Total Number of Employees

21

WI Average: 44
Total Number of Accounts

1,449

WI Average: 2,564
Average Account Size

$1,536,164

WI Average: $2,603,165

Investment Advisory Services

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

Jennifer Davis Work History

Jennifer has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Relative Value Partners, LLC

2018 - 2021 (3 years)

Brownson, Rehmus & Foxworth, Inc

2017 - 2017 (< 1 year)

Charles Schwab Bank

2017 - 2018 (1 year)

Resource Consulting Group

2015 - 2017 (2 years)

Charles Schwab & Co.,Inc

2015 - 2017 (2 years)

Schwab Private Client Investment Advisory, Inc

2013 - 2015 (2 years)

Brownson Rehmus & Foxworth

2009 - 2013 (4 years)

Princeton University

2009 - 2013 (4 years)

Princeton University

*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 Relative Value Partners, LLC

Douglas Crimmins
Northbrook, IL
Brian Callahan
Northbrook, IL
Whitney Spalding Spencer
Northbrook, IL
Gregory Neer
Northbrook, IL
Jennifer Davis
Nashotah, WI
Quinn Martin
Northbrook, IL
Ruth Uress
Northbrook, IL
Michael Taggart
Northbrook, IL

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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