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JD

Jeffrey M. Davis

ONE ADVISORY PARTNERS
Overland Park, KS 66211
Some features on this profile are disabled
CRD#: 6198095
JD

Professional summary

Jeffrey Marvin Davis Jr, who also goes by Jeffrey M Davis Jr, Jeffrey M Davis, Jeffrey Marvin Davis Jr, Jeffrey Marvin Davis, Jeffrey Davis Jr, is a registered financial advisor currently at ONE ADVISORY PARTNERS, LLC located in Overland Park, Kansas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jeffrey has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeffrey M Davis Jr | Jeffrey M Davis | Jeffrey Marvin Davis Jr | Jeffrey Marvin Davis | Jeffrey Davis Jr

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.
Outside Employment; Outside Employment; KFIS; Employee ; 145 Santa Felicia Dr., , Goleta, CA, 93117; Investment-Related; 07/17/2023; 60 during trading hours; 60 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Marvin Davis Jr'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

April 18, 2025 - Present

ONE ADVISORY PARTNERS, LLC

Office #1: 5440 W 110th St., Overland Park, KS 66211
RIA
CRD#: 161614
Overland Park, KS
Past

October 21, 2024 - April 24, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Goleta, CA
Past

October 21, 2024 - April 24, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Goleta, CA
Past

August 22, 2023 - April 21, 2025

KINECTA FINANCIAL & INSURANCE SERVICES

BD
CRD#: 136597
WOODLAND HILLS, CA
Past

July 26, 2023 - October 28, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
GOLETA, CA
Past

July 24, 2023 - October 28, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
GOLETA, CA
Past

April 3, 2019 - July 7, 2023

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
SANTA BARBARA, CA
Past

February 25, 2019 - July 7, 2023

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
SANTA BARBARA, CA

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".
OA
ONE ADVISORY PARTNERS, LLC
ONE ADVISORY PARTNERS, LLC | ONE RETIREMENT, LLC | ONE RETIREMENT ADVISORS

CRD#: 161614 / SEC#: 801-74388

RIA
Registered Investment Advisory firm - (3/22/2012 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.

Highlighted states indicate IAR registrations

IAR
California
(4/22/2025)
IAR
Kansas
(4/18/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/29/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/23/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/5/2019
Securities Industry Essentials Examination

Current Firm

OA
ONE ADVISORY PARTNERS, LLC
ONE ADVISORY PARTNERS, LLC | ONE RETIREMENT, LLC | ONE RETIREMENT ADVISORS

CRD#: 161614 / SEC#: 801-74388

RIA
Registered Investment Advisory firm - (3/22/2012 Approved)
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Contact information

Main Address
5440 W 110th St., Overland Park, KS 66211
Mailing Address
Phone number
(913) 663-2376
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ONE ADVISORY PARTNERS, LLC - FORM ADV PART 2 (7/16/2025)

Regulatory assets under management

Total Number of Accounts243
AUM (Assets Under Management)$ 243,321,693

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.

Company Information

ONE ADVISORY PARTNERS, LLC

CRD#: 161614Overland Park, KS 66211

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