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Featured Business Financial Advisor in Greenwood Village, CO
Greenwood Village Financial Advisors
JL Davis Financial a Financial Advisory Practice of Ameriprise Financial Services, Inc.
8000 E. Prentice Ave., Suite C6
Greenwood Village, CO 80111
(303) 691-3827
Advisor Profile
Jeremy Davis, CFP�
Name:  Jeremy Davis, CFP�
Phone Number:  (303) 691-3827
Website:  Visit Website
Disclaimer
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC. CA Insurance #0K60978

About JL Davis Financial a Financial Advisory Practice of Ameriprise Financial Services, Inc.

Investment advisory products and services are made available
through Ameriprise Financial Services, Inc., a registered
investment adviser. Ameriprise Financial Services, Inc. Member
FINRA and SIPC.
CA Insurance #0K60978
 

General Information

Gender:    Male
CRD#:    4592198
Insurance License#:    144555
Name of Broker/Dealer:    Ameriprise Financial Services, Inc.
Name of Custodial Firm:    Ameriprise Financial Services, Inc.
States Licensed in:    We are licensed to sell Insurance Products in
AK,AL,AZ,CA,CO,FL,MN,MO,MS,NJ,NM,NY,OH,PA,VA,WA
,WY.
We are registered to sell Securities in
AK,AL,AZ,CA,CO,FL,MD,MN,MO,MS,NJ,NM,NV,NY,OH,PA
,RI,VA,WA,WY.
States Willing to do Business in:   
Years of Experience in Financial Services:    14
Number of Years with Current Firm:    1
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Businesses
 

Education

Academic Background
 
Bacelor of Science
CFP Certification through the American College
 

Services

Investment Types:    Financial Planning
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Retirement Plans Specialist (CRPS), Chartered Financial Consultant (ChFC®)
Securities Licenses:    Series 6, Series 7, Series 65, Series 63
Insurance and Annuity Licenses:    Disability, Health, Life, Long Term Care, Variable Annuity, Variable Life, Annuity
Financial Organization Memberships:    Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA)
 

Firm Information

Advisor's Number of Clients:    250
Advisor's Number of Managed Clients:    200
Advisor's Number of Planning Clients:    200
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    100000
Compensation Methods:    Based on Assets, Flat Fee, Commissions
Fee % Based on Assets:    1-1.5%
Hourly Rate:    $250
Flat Fee Rate:    650
Minimum Fee Charged for Managed Accounts:    1%
Minimum Fee Charged for Hourly Planning Accounts:    $500
Minimum Fee Charged for Flat Fee Accounts:    200
 
 
 
Prepared By: Jeremy Davis, CFP�

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