Jennifer A. Davis

SKYOAK CAPITAL

Las Vegas, NV 89119

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CRD#: 2481766

Professional summary

Jennifer Ann Davis, CFP®, who also goes by Jennifer A Davis, Jennifer Ann Wittmayer, is a registered financial advisor currently at SKYOAK CAPITAL, INC. located in Las Vegas, Nevada.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jennifer has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer A Davis | Jennifer Ann Wittmayer

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.

1.SkyOak Asset Protection Group LLC;INDEPENDENT INSURANCE AGENT; OWNER;6671 Las Vegas Blvd S, Suite 210 Las Vegas, NV 89119;FIXED INSURANCE AND LIFE INSURANCE SALES; 7/2010;32 hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ann Davis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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: 2000

Experience

Current

July 7, 2020 - Present

SKYOAK CAPITAL, INC.

Office #1: 6671 Las Vegas Blvd S Suite 210, Las Vegas, NV 89119

RIA

CRD#: 154248

Las Vegas, NV

Past

February 21, 2019 - July 1, 2020

SKYOAK WEALTH

RIA

CRD#: 299564

LAS VEGAS, NV

Past

March 28, 2014 - October 2, 2017

KW SECURITIES CORPORATION

CRD#: 8237

SMITHTOWN, NY

Past

July 16, 2010 - March 4, 2014

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

MEDFORD, OR

Past

July 8, 2010 - March 29, 2019

SKYOAK CAPITAL, INC.

RIA

CRD#: 154248

LAS VEGAS, NV

Past

February 22, 2010 - February 17, 2011

RESOURCE INVESTMENT ARCHITECTS, INC.

RIA

CRD#: 111894

PETALUMA, CA

Past

February 19, 2010 - July 16, 2010

INVESTMENT ARCHITECTS, INC.

CRD#: 17774

PETALUMA, CA

Past

June 13, 2008 - February 22, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

EUGENE, OR

Past

June 13, 2008 - February 22, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

EUGENE, OR

Past

February 24, 2000 - June 27, 2008

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

MENLO PARK, CA

Past

February 14, 2000 - June 27, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

MENLO PARK, CA

Past

June 12, 1996 - February 15, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

May 16, 1994 - May 30, 1996

CITICORP INVESTMENT SERVICES

CRD#: 23988

LONG ISLAND CITY, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SKYOAK CAPITAL, INC.

CRD#: 154248 / SEC#: 801-118745

RIA

Registered Investment Advisory firm - (5/15/2020 Approved)

California

Registered Investment Advisory firm - (7/10/2015 Terminated)

Texas

Registered Investment Advisory firm - (6/10/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(7/7/2020)

IAR

Nevada
(7/15/2020)

IAR

Oregon
(7/9/2020)

IAR

Texas
(4/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/1/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/26/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/2/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/13/1994

General Securities Representative Examination

Current Firm

SKYOAK CAPITAL, INC.

CRD#: 154248 / SEC#: 801-118745

RIA

Registered Investment Advisory firm - (5/15/2020 Approved)

California

Registered Investment Advisory firm - (7/10/2015 Terminated)

Texas

Registered Investment Advisory firm - (6/10/2015 Terminated)

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Contact information

Main Address

6671 Las Vegas Blvd S Suite 210, Las Vegas, NV 89119

Mailing Address

6671 Las Vegas Blvd S Suite 210, Las Vegas, NV 89119

Phone number

(800) 971-8070

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SKYOAK CAPITAL INC ADV PART 2A BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	669
AUM (Assets Under Management)	$ 196,298,536

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.

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Advisor Monitoring

Firm Stability Insights

Jennifer A. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ann Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKYOAK WEALTH

KW SECURITIES CORPORATION

INTEGRITY ALLIANCE, LLC.

SKYOAK CAPITAL, INC.

RESOURCE INVESTMENT ARCHITECTS, INC.

INVESTMENT ARCHITECTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITICORP INVESTMENT SERVICES

Primary Firm SEC Registration

SKYOAK CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/1996

Series 63

Date: 5/26/1994

SIE

Date: 10/2/2017

Series 7

Date: 5/13/1994

Current Firm

SKYOAK CAPITAL, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKYOAK CAPITAL, INC.

TRUST BUT VERIFY

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