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JD

Jeffrey P. Davenport

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CRD#: 1856981
JD

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Paton Davenport, CFP® was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1988. Jeffrey had worked at 10 firms and has passed the Series 7 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1998

Experience

Past

November 30, 2011 - December 31, 2013

DAVENPORT MARRERO INVESTMENT ADVISORS

RIA
CRD#: 158184
JACKSONVILLE, FL
Past

November 30, 2011 - December 18, 2017

DAVENPORT MARRERO INVESTMENT ADVISORS

RIA
CRD#: 158184
ORANGE PARK, FL
Past

January 12, 2006 - December 31, 2008

DAVENPORT PA

RIA
CRD#: 113263
JACKSONVILLE, FL
Past

October 11, 2004 - November 2, 2005

GREENBOOK INVESTMENT MANAGEMENT, INC.

RIA
CRD#: 131563
LARGO, FL
Past

April 20, 2004 - December 31, 2004

XELAN FINANCIAL PLANNING, INC.

RIA
CRD#: 123794
ST. PETERSBURG, FL
Past

September 25, 2000 - May 15, 2001

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
BOCA RATON, FL
Past

January 16, 1998 - September 29, 1999

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

September 23, 1992 - January 7, 1994

CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC.

BD
CRD#: 24220
GREENWOOD VILLAGE, CO
Past

March 16, 1992 - December 31, 1997

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

May 21, 1991 - March 14, 1992

PROGRAMMED EQUITIES CORPORATION

BD
CRD#: 21778
Past

September 21, 1990 - May 30, 1991

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

August 25, 1988 - September 21, 1990

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 7
Date: 8/20/1988
General Securities Representative Examination

Current Firm

DM
DAVENPORT MARRERO INVESTMENT ADVISORS
DAVENPORT & MARRERO | DAVENPORT MARRERO INVESTMENT ADVISORS, LLC | DAVENPORT MARRERO INVESTMENT ADVISORS | DAVENPORT MARRERO | DAVENPORT INVESTMENT ADVISORS, LLC | DAVENPORT INVESTMENT ADVISORS

CRD#: 158184 / SEC#:

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Contact information

Main Address
350 Eldridge Avenue Ste 4, Orange Park, FL 32073
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DAVENPORT MARRERO INVESTMENT ADVISORS

CRD#: 158184

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