Jared Davis, CFP®, MBA
Our Best Work. Your Best Life.
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Quotient Wealth Partners
Jared Davis, CFP®, MBA
Houston, TX
Serving Clients Nationwide
Our Best Work. Your Best Life.
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Advisor
Areas of Focus
- Coaching
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Jared Davis is a financial professional and a Partner, Senior Wealth Advisor at Quotient Wealth Partners. With a strong commitment to helping clients realize their financial aspirations, Jared employs innovative planning and investment strategies with the goal of guiding them towards success. His expertise spans various facets of financial planning, including retirement planning, tax optimization, investment management, estate planning, legacy/estate planning, business planning, and business divestitures/liquidity events.With seven years of prior experience at leading wirehouses, Jared brings a wealth of knowledge to his diverse clientele, which includes corporate employees, executives, and business owners. He holds a Bachelor of Arts degree from the University of Oklahoma and has earned an MBA with a focus on finance from Southern Methodist University. Beyond his professional pursuits, Jared is a passionate golfer and enjoys exploring the world with his wife, relishing moments at the lake, and showcasing his culinary talents in the kitchen.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
1980 Post Oak Blvd. Suite 1500, Houston, TX 77056
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch. We look forward to hearing from you.Offers Investment Management
Yes
About our Firm
Quotient Wealth is a team of in-house wealth professionals with over combined 150 years of experience. Our dedicated wealth advisors focus on understanding your core values, needs, and aspirations, empowering you to maximize the potential of your financial resources.As an independent wealth management firm, we are deeply committed to helping clients, particularly corporate executives and professionals, properly plan for their financial future. We are an SEC-registered investment advisor, operating on an open architecture platform. This allows us to offer our clients a vast array of investment options and the freedom to pursue their financial future with confidence and anticipation.
Our aim is to help you live your best life by enjoying full control of your financial well-being.
Experience and Expertise
Leveraging their over 150 years of combined experience working with corporate executives and senior managers, our founders designed Quotient Wealth Partners to offer in-depth insights into the sophisticated needs and challenges of affluent individuals and their multigenerational families. Our overall approach to wealth management is highly process oriented. Through attentive listening, our advisors attempt to fully comprehend our clients’ circumstances, concerns, and ambitions.
We believe this approach fosters a relationship based on trust and respect and emphasizes educating clients and their families on the various financial options and opportunities they face. We utilize a combination of human decision-making and innovative technology to swiftly identify and carefully develop specific solutions that are tailored to suit individual client needs and goals.
Preparing Today for Tomorrow
Specializing in retirement planning, we look to replace clients’ concerns about the future with confidence in a clear and effective financial plan. We work closely with pre-retirees, active retirees, legacy retirees, and corporate employees, recognizing that each of these clients requires tailored financial planning strategies.
For pre-retirees, we focus on benefits planning, tax mitigation strategy, equity planning, and designing a comprehensive retirement savings plan. We assist clients in navigating complex HR processes at their companies and help them prepare for a stable and secure financial life post-retirement.
For retiree clients, we strive to help them recreate their paycheck, optimize their taxes, and guide them through market fluctuations. Our solutions include tax-smart distribution planning, healthcare planning, family education and communication, estate planning and wealth transfer.
Education
SMU Cox School of Business, Master of Business Administration - MBA | University of Oklahoma, Bachelor of Arts
Hobbies and Interests
- Cooking
- Family
- Golf
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Living in Retirement
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