Jamison A. Davis

KINGDOM FINANCIAL GROUP

Peoria, AZ 85381

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CRD#: 4682466

Professional summary

Jamison Alyn Davis is a registered financial advisor currently at KINGDOM FINANCIAL GROUP, LLC located in Peoria, Arizona.

Jamison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jamison has worked at 11 firms and has passed the Series 63, Series 65, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Life Planning Financial LLC; Not Investment related, Address: 7221 W. Aurora Dr. Glendale, AZ 85308, Nature of Business: Fixed Insurance Sales, coaching/Training to insurance agents, Title: Owner, Start Date: 01/2017, No. hours per month: 20 hours, No. Hours during trading: 10 hours, Description of duties: Recruit and train insurance agents to sell fixed life insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamison Alyn 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®

None

Experience

Current

March 21, 2025 - Present

KINGDOM FINANCIAL GROUP, LLC

Office #1: 14155 N. 83 Ave #144, Peoria, AZ 85381

RIA

CRD#: 155676

Peoria, AZ

Past

November 25, 2024 - February 5, 2025

EXEMPLAR CAPITAL, LLC

CRD#: 155786

BOSTON, MA

Past

April 9, 2024 - November 13, 2024

FISHER INVESTMENTS

RIA

CRD#: 107342

Cazenovia, NY

Past

September 21, 2021 - January 18, 2024

SIMPLICITY WEALTH

RIA

CRD#: 300572

Phoenix, AZ

Past

March 20, 2018 - September 20, 2021

SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC.

CRD#: 148024

SUMMIT, NJ

Past

June 26, 2015 - February 17, 2017

LPL FINANCIAL LLC

CRD#: 6413

MANLIUS, NY

Past

January 30, 2015 - June 30, 2015

CETERA ADVISORS LLC

CRD#: 10299

SCHENECTADY, NY

Past

January 2, 2014 - September 26, 2014

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

February 22, 2011 - November 8, 2013

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

FAIRPORT, NY

Past

July 7, 2008 - February 23, 2009

LPL FINANCIAL LLC

CRD#: 6413

ANN ARBOR, MI

Past

April 10, 2007 - June 24, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

ANN ARBOR, MI

Past

August 12, 2003 - October 16, 2003

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

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".

KINGDOM FINANCIAL GROUP, LLC

CRD#: 155676 / SEC#: 801-113161

RIA

Registered Investment Advisory firm - (7/2/2018 Approved)

Arizona

Registered Investment Advisory firm - (7/5/2018 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

Arizona
(3/21/2025)

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

Series 63

Date: 12/23/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/8/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/20/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 3/20/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/7/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/9/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

KINGDOM FINANCIAL GROUP, LLC

CRD#: 155676 / SEC#: 801-113161

RIA

Registered Investment Advisory firm - (7/2/2018 Approved)

Arizona

Registered Investment Advisory firm - (7/5/2018 Terminated)

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Contact information

Main Address

14155 N. 83 Ave #144, Peoria, AZ 85381

Mailing Address

Phone number

(623) 974-0300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KINGDOM PART 2A BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts	2,954
AUM (Assets Under Management)	$ 340,595,756

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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Firm Stability Insights

Jamison A. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamison Alyn Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

EXEMPLAR CAPITAL, LLC

FISHER INVESTMENTS

SIMPLICITY WEALTH

SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC.

LPL FINANCIAL LLC

CETERA ADVISORS LLC

THE LEADERS GROUP, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

NATCITY INVESTMENTS, INC.

Primary Firm SEC Registration

KINGDOM FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/23/2024

Series 65

Date: 9/8/2021

Series 7TO

Date: 3/20/2024

Series 6TO

Date: 3/20/2024

SIE

Date: 10/1/2018

Series 7

Date: 12/7/2015

Series 6

Date: 4/9/2007

Current Firm

KINGDOM FINANCIAL GROUP, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KINGDOM FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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