Jeremy M. Davis
CETERA INVESTMENT ADVISERS LLC
VALDOSTA, GA 31601
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CRD#: 4924731
Professional summary
Jeremy Michael Davis, CFP®, CIMA® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Valdosta, Georgia and HORSE COVE PARTNERS LLC located in Atlanta, Georgia.
Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jeremy has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 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.
1) SALE OF FIXED INSURANCE THROUGH JACKSON BROKERAGE & FINANCIAL IDENTITY ADVISORS LLC; PRESIDENT OF FINANCIAL IDENTITY ADVISORS LLC AGREEMENTS; RUN, LEAD, GROW, AND NEGOTIATE ACQUISTION OF PRACTICES THAT WISH TO MERGE OR SELL TO THE PRINCIPALS OF FINANCIAL IDENTITY ADVISORS LLC AGREEMENTS; EXECUTOR OF GRANPARENT'S WILL, THOMAS L. WEBB AND LYNDAL WEBB. 2) HORSE COVE PARTNERS LLC 50% PASSIVE OWNER. OFFERS ASSET MANAGEMENT SERVICES. 3) MAJESTIC HEIGHTS PARTNERS, LLC, 50% OWNER, HOLDING COMPANY OF FINANCIAL SERVICES ENTITIES, BASIC MANAGEMENT FUNCTIONS, <1HR/WK 4) PATHWAYS PODCAST, INTERVIEW COMMUNITY LEADERS AND LEARN MORE ABOUT THEM AND THEIR UNIQUE JOURNEYS AND HOW THEY HAVE IMPACTED AND BEEN IMPACTED BY THEIR COMMUNITY; 50% OWNER, 2/HRS/WK; 5) Fairacres Farms, Inc.; whether the business is investment-related; - no; the address of the other business; - 3982 Bemiss Knights Academy Rd, Valdosta, GA 31605; the nature of the other business; - family farm (not-active); your position; - Secretary; title, or relationship with the other business; - Secretary; the start date of your relationship; - 1999; the approximate number of hours/month you devote to the other business; - 0; the number of hours you devote to the other business during securities trading hours; - 0; and briefly describe your duties relating to the other business; - none 6) First Baptist Church Valdosta; whether the business is investment-related; - no; the address of the other business; - 200 W Central Ave., Valdosta, GA 31601; the nature of the other business; - religious; your position; - Deacon; title, or relationship with the other business; - Deacon; the start date of your relationship; - 2009; the approximate number of hours/month you devote to the other business; - 1; the number of hours you devote to the other business during securities trading hours; - 0; and briefly describe your duties relating to the other business; - To serve the church and its members in a variety of capacities but with no roles or responsibilities as to the finances of the church. 7) DIRECTOR/TREASURER FOR THE TABLE CAFE, DOES NOT HAVE ACCESS TO BANK ACCOUNTS NOR CHECK WRITING PRIVILEGES, 1/HR/WK.
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Michael Davis's 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®
Start date: 2008
Experience
Current
March 23, 2018 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 913 N Patterson St, Valdosta, GA 31601RIA
CRD#: 105644
VALDOSTA, GA
Current
April 17, 2024 - Present
HORSE COVE PARTNERS LLC
Office #1: 1899 Powers Ferry Rd Se Suite 120, Atlanta, GA 30339RIA
CRD#: 172389
Atlanta, GA
Current
March 12, 2018 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 4720 Main Street, Lisle, IL 60532Office #2: 1450 Maple Ave, Lisle, IL 60532Office #3: 913 N Patterson St, Valdosta, GA 31601BD
CRD#: 15340
Lisle, IL
Past
January 21, 2014 - February 27, 2018
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
VALDOSTA, GA
Past
July 6, 2010 - January 21, 2014
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
VALDOSTA, GA
Past
July 6, 2010 - February 27, 2018
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
VALDOSTA, GA
Past
January 1, 2008 - July 8, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
VALDOSTA, GA
Past
January 1, 2008 - July 8, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
VALDOSTA, GA
Past
February 7, 2007 - January 1, 2008
A. G. EDWARDS & SONS, INC.
RIA
CRD#: 4
VALDOSTA, GA
Past
January 3, 2007 - January 3, 2008
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
VALDOSTA, GA
Past
May 4, 2005 - January 4, 2007
EDWARD JONES
BD
CRD#: 250
VALDOSTA, GA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/1/2019)
RR
Arizona(9/15/2022)
RR
California(3/7/2019)
RR
Colorado(3/12/2018)
RR
Delaware(8/1/2019)
RR
Florida(3/12/2018)
RR
Georgia(3/12/2018)
IAR
Georgia(3/23/2018)
RR
Illinois(2/15/2019)
RR
Indiana(1/10/2019)
RR
Kansas(1/10/2019)
RR
Kentucky(1/10/2019)
RR
Maryland(4/1/2020)
RR
Michigan(3/7/2019)
RR
Missouri(1/10/2019)
RR
New Jersey(10/4/2019)
RR
New York(11/27/2024)
RR
North Carolina(4/24/2019)
RR
Ohio(1/10/2019)
RR
Oregon(2/5/2020)
RR
Pennsylvania(10/4/2019)
RR
South Carolina(5/20/2019)
RR
Tennessee(1/10/2019)
RR
Texas(8/1/2019)
IAR
Texas(1/9/2020)
RR
Virginia(2/10/2022)
RR
Wisconsin(5/25/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
