Jerry J. Davis

RAIN OR SHINE PLANNING

Boring, OR

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CRD#: 5697078

Professional summary

Jerry James Davis is a registered financial advisor currently at RAIN OR SHINE PLANNING, LLC located in Boring, Oregon.

Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jerry has worked at 2 firms and has passed the Series 65 exam.

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.

Mr. Davis has been a partner with Davis & Graves, LLC, an accounting firm, since July 2010. It is not investment-related.The firm is located at 700 N Main Ave., Gresham, OR 97030. Mr. Davis spends approximately 60% of his time on these activities during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry James 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®

None

Experience

Current

February 12, 2024 - Present

RAIN OR SHINE PLANNING, LLC

RIA

CRD#: 327703

Boring, OR

Past

October 8, 2009 - December 31, 2023

JERRY J DAVIS CPA PC

RIA

CRD#: 150939

BORING, OR

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

Oregon
(2/12/2024)

IAR

Washington
(4/5/2024)

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: 9/11/2009

Uniform Investment Adviser Law Examination

Current Firm

RAIN OR SHINE PLANNING, LLC

RAIN OR SHINE | RAIN OR SHINE PLANNING, LLC | RAIN OR SHINE PLANNING

CRD#: 327703 / SEC#:

Oregon

Registered Investment Advisory firm - (9/20/2023 Approved)

Washington

Registered Investment Advisory firm - (4/5/2024 Approved)

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Contact information

Main Address

Portland, OR

Mailing Address

P.o. Box 82803, Portland, OR 97282

Phone number

(503) 662-8251

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	142
AUM (Assets Under Management)	$ 36,472,296

Red Flags

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

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Jerry J. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jerry James Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAIN OR SHINE PLANNING, LLC

JERRY J DAVIS CPA PC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2009

Current Firm

RAIN OR SHINE PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RAIN OR SHINE PLANNING, LLC

TRUST BUT VERIFY

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