Jeffrey D. Davis
Professional summary
Jeffrey Dean Davis, who also goes by Jeff Dean Davis, Jeff Davis, is a registered financial advisor currently at SCENIC WEALTH MANAGEMENT, LLC located in Westminster, Colorado.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeffrey has worked at 6 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Dean Davis's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 12, 2022 - Present
SCENIC WEALTH MANAGEMENT, LLC
July 9, 2010 - December 31, 2021
SCENIC WEALTH MANAGEMENT, LLC
November 17, 2004 - July 13, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 17, 2004 - July 13, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 9, 2004 - October 29, 2004
VALIC FINANCIAL ADVISORS, INC.
February 19, 2004 - October 29, 2004
VALIC FINANCIAL ADVISORS, INC.
February 21, 2002 - October 9, 2002
MORGAN STANLEY DW INC.
February 27, 2001 - October 9, 2002
MORGAN STANLEY DW INC.
October 3, 2000 - March 8, 2001
IDS LIFE INSURANCE COMPANY
October 3, 2000 - March 8, 2001
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/12/2022)
(2/22/2022)
(1/24/2022)
(2/14/2022)
Exams
Current Firm
SCENIC WEALTH MANAGEMENT, LLC
CRD#: 154290 / SEC#: 801-71595
Contact information
Regulatory assets under management
| Total Number of Accounts | 220 |
| AUM (Assets Under Management) | $ 54,000,000 |
Red Flags
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