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John Kent Davis III

John K. Davis

JKD FINANCIAL
SPRINGFIELD, MO
Some features on this profile are disabled
CRD#: 6739837
John Kent Davis III

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

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.

BD
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/24/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/2018
General Securities Representative Examination

Current Firm

JF
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
1

Documents

Latest Form ADV
0

Red Flags

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

Company Information

JKD FINANCIAL

CRD#: 340392Springfield, MO

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