John K. Davis

JKD FINANCIAL

SPRINGFIELD, MO 65807

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CRD#: 6739837

Professional summary

John Kent Davis III, CFP®, who also goes by John Kent Davis, is a registered financial advisor currently at JKD FINANCIAL located in Springfield, Missouri.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Kent Davis

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Kent Davis III'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^®

Certified Financial Planner

Start date: 2020

Experience

Current

February 18, 2026 - Present

JKD FINANCIAL

Office #1: 321 E Sunshine St. Suite 170, Springfield, MO 65807

RIA

CRD#: 340392

SPRINGFIELD, MO

Past

April 13, 2022 - January 6, 2026

FORVIS MAZARS WEALTH ADVISORS, LLC

RIA

CRD#: 110905

Branson, MO

Past

August 5, 2020 - April 14, 2022

HYA ADVISORS, INC

RIA

CRD#: 106691

SPRINGFIELD, MO

Past

May 1, 2018 - April 14, 2022

HEIM, YOUNG & ASSOCIATES, INC.

CRD#: 38993

SPRINGFIELD, MO

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

Missouri
(2/18/2026)

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 66

Date: 9/24/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/1/2018

General Securities Representative Examination

Current Firm

JKD FINANCIAL

JKD FINANCIAL | JKD FINANCIAL PLANNING, LLC

CRD#: 340392 / SEC#:

Missouri

Registered Investment Advisory firm - (2/18/2026 Approved)

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Contact information

Main Address

Springfield, MO

Mailing Address

Phone number

(417) 234-7475

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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John K. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Kent Davis III's CRS (Customer Relationship Summary).

Certified licenses

Experience

JKD FINANCIAL

FORVIS MAZARS WEALTH ADVISORS, LLC

HYA ADVISORS, INC

HEIM, YOUNG & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/24/2018

SIE

Date: 10/1/2018

Series 7

Date: 5/1/2018

Current Firm

JKD FINANCIAL

Contact information

Documents

Red Flags

Company Information

JKD FINANCIAL

TRUST BUT VERIFY

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