Jerry Davis is a 42 year veteran of the financial services industry. He began his career at Future Federal Savings Bank in 1981. His final position within banking was as Senior Vice President and Branch Administrator for Great Financial Bank.
In 1998, he began exclusively working as a financial planner. This career move allowed Jerry to utilize his extensive customer service background while helping clients to plan for their financial independence.
Jerry has received the professional designations of Accredited Asset Management Specialist and CERTIFIED FINANCIAL PLANNER™ professional. These designations required significant study and the successful completion of qualifying exams. Jerry is both a registered representative and a registered principal with First Allied Securities. As a registered principal, he had to successfully complete an exam for the Series 24 registration.
Jerry owns and operates Davis Financial Services, Inc., an independent firm, as a Certified Financial Planner, which offers securities through Cetera Advisors LLC. As an investment advisor representative he offers advisory business through Cetera Investment Advisers LLC. He and his team of associates and assistants are dedicated to the highest level of client service.