Jeffrey Davis, AAMS®
Wealth Strategies for Successful, Busy Professionals
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ONE Advisory Partners
Jeffrey Davis, AAMS®
Santa Barbara, CA
Serving Clients Nationwide
Wealth Strategies for Successful, Busy Professionals
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Jeffrey Davis, AAMS®
Hi, I'm Jeff Davis. After earning my Bachelor of Science in Finance from San Diego State University, my professional journey began in public relations.In 2018, I joined Raymond James in Santa Barbara as a financial advisor, marking the start of my work helping clients navigate investment strategies, retirement planning, and wealth preservation. I later continued that mission at Kinecta Wealth Management, a financial advisory practice of Ameriprise Financial, where I expanded my capabilities in independent financial advice and investment advisory services.
Today, as a wealth advisor at ONE Advisory Partners, I’m proud to serve clients with a personalized, relationship-first approach. I hold the Accredited Asset Management Specialist (AAMS®) designation, which reflects my commitment to comprehensive financial planning and continuing education in the field.
Professional Designations
- Accredited Asset Management Specialist (AAMS)
Primary Location
Santa Barbara, California
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Many busy, successful professionals lack the time and/or interest in managing their complex financial lives. Take the first step to feeling confident you finally have a solid plan of action to achieve what we call your "work optional" status. Schedule an introductory call today by clicking the 'Book Intro Call' button above. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About ONE Advisory Partners
You are a professional with an overflowing plate of responsibilities and a desire to work on your terms. But your financial picture is a complicated one with many pieces.The worry gnaws at you that you might make mistakes or miss out on opportunities. Yet you just don't have the bandwidth to tackle your finances.
At ONE Advisory Partners, we take on the details of your wealth strategies so you can finally feel confident you have a solid plan of action to achieve your financial independence.
We are an independent Registered Investment Advisor based in Overland Park, KS, helping successful professionals who are too busy to manage their finances on their own. Our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals average over 20 years of experience.
Savvy professionals who lack the time, expertise, and willingness for financial planning and are happy to delegate the responsibility to an experienced team of advisors. We are here to help you:
✔️ Feel confident that you have more time to live your life
✔️ Achieve a work-optional status in your career
✔️ Plan for other life-enhancing goals
Successful professionals have been delegating their wealth strategies to us for over 20 years. Our team of financial, investment, and tax planners will collaborate on your behalf to implement your wealth strategies.
The majority of our clients include attorneys, physicians, dentists, veterinarians, corporate executives, and entrepreneurs.
Click the 'Book Intro Call' button above to schedule an introductory consultation. We look forward to speaking with you.
Education
San Diego State University, Bachelor of Science - Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Healthcare Professionals
- Physicians
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