Jacob I. Davis
Professional summary
Jacob Ian Davis, who also goes by Jake Davis, Jacob Davis, is a registered financial advisor currently at ISRAEL INVESTMENT ADVISORS, LLC located in Denver, Colorado and GHP INVESTMENT ADVISORS INC located in Denver, Colorado.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jacob has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Ian Davis's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 8, 2024 - Present
ISRAEL INVESTMENT ADVISORS, LLC
Office #1: 1290 Broadway, Suite 1100, Denver, CO 80203January 8, 2024 - Present
GHP INVESTMENT ADVISORS INC
Office #1: 1290 Broadway, Suite 1100, Denver, CO 80203September 23, 2022 - July 24, 2023
FIDELITY BROKERAGE SERVICES LLC
Primary Firm SEC Registration
GHP INVESTMENT ADVISORS INC
CRD#: 107563 / SEC#: 801-49990
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/8/2024)
Exams
Series 7TO
Date: 9/23/2022
General Securities Representative ExaminationCurrent Firm
GHP INVESTMENT ADVISORS INC
CRD#: 107563 / SEC#: 801-49990
Contact information
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,299 |
| AUM (Assets Under Management) | $ 2,723,131,280 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2024 | ||
| 09/26/2023 | ||
| 10/28/2022 |
Red Flags
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