Jared Davis, CFP®, MBA
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Quotient Wealth Partners
Jared Davis, CFP®, MBA
Houston, TX
Serving Clients Nationwide
Our Best Work. Your Best Life.
5 out of 5 Stars
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Advisor
Areas of Focus
- Coaching
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Jared Davis, CFP®, MBA
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 Quotient Wealth Partners
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
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
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Strong Financial Advisor With Deep Corporate Retirement Plan Knowledge
✅ Wealthtender Certified Advisor Review™
March 12, 2025
Jared has a deep understanding of my employer’s complicated retirement plans. That knowledge was very helpful during my retirement transition and provided confidence that I was making the correct decisions and elections all at the appropriate times. His investment strategies are sound and optimize value with correct regard for risk and tax implications. Jared and his team efficiently handle client matters and discussions. Jared always puts clients first, which has created his well-deserved loyal client following.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Sound and Timely Advice
✅ Wealthtender Certified Advisor Review™
March 11, 2025
Jared’s experience working with long-term Energy Industry professionals fits well with our circumstances. He gives sound advice and brings other specialists to bear for our specific situation. Besides portfolio management, we follow advice on yearly Roth conversion amounts so we will be tax efficient when RMD’s kick in.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
A very experienced, knowledgeable, thoughtful and trusted advisor
✅ Wealthtender Certified Advisor Review™
March 11, 2025
Jared advised me in the planning phase of my pre-retirement years, successfully navigated the transition to invest my retirement savings, and created tax-efficient spending strategies in my retirement years. He is extremely knowledgeable, professional, experienced and courteous. He is an attentive listener, insightful, ethical and has earned my trust and confidence.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Great experience working w/ Jared
✅ Wealthtender Certified Advisor Review™
March 5, 2025
Jared has been managing my retirement savings for several years now and I’m very happy with his knowledge and reliability. He’s very nice to work with, easy to get a hold of, and explains complicated financial topics very well.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Trusted Financial Advisor!!
✅ Wealthtender Certified Advisor Review™
March 5, 2025
We’ve only been a client of Jared for about 9 months now, but during this time we have been through some unforeseen live changes and having Jared available to assist with financial decisions has been a Godsend!!
Previously we had interviewed several financial advisors and didn’t see anything new we weren’t already doing ourselves, after one interview with Jared we felt confident this was the right decision; he lived up to our expectations!
Jared always makes himself and team available, provides clear and practical advice and makes it easy to comprehend.
The decision to go with Jared and his team has taken a lot of worry out of our lives. So grateful to have Jared as our financial advisor.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Knowledgeable and Reliable Wealth Advisor
✅ Wealthtender Certified Advisor Review™
March 5, 2025
I am a retired corporate professional. I have been with Jared Davis of Quotient Wealth Partners a little over a year now. Jared helped me properly plan for my financial future including tax-smart distribution plan, Roth IRA conversion, retirement savings plan, wealth transfer, etc. Jared was very knowledgeable and reliable. He was also very quick to respond. I am fully satisfied with Jared’s help in my financial decision makings.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Great Working with Jared
✅ Wealthtender Certified Advisor Review™
March 3, 2025
I’ve been a client of Jared’s for several years now. He always listens to my needs/concerns, offers thoughtful suggestions, is easy to contact, and helped me navigate to retirement day. Talking with Jared is easy. He speaks in a way I understand. Jared is a great financial planner for me!
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Jared Davis is our trusted Financial Advisor.
✅ Wealthtender Certified Advisor Review™
March 3, 2025
Jared and his team helped us create and implement a detailed plan to manage the extraordinary changes in our financial life as a result of retirement.
I have worked with Jared for quite a few years to create a financial model and plan for us, and we followed him to Quotient. Because he understands our financial situation and goals in detail, he has been able to answer a myriad of questions and assist us on almost any related financial topic and helped us navigate our investments including:
– Managing the rollover of our 401(k) to IRA.
– Tax optimization strategies, particularly related to gifting and IRA distributions.
– Helping us answer “What If” questions about retirement.
Just about any question we have had, whether it be about taxes, investment strategies, strategies to help our adult children, or what kind of house can we afford in retirement, Jared has been a valuable adviser to us. Really he is like an honorary member of our family.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Excellent financial advisor
✅ Wealthtender Certified Advisor Review™
March 3, 2025
We have been working with Jared Davis and his team for the past several years. We’re very pleased with Jared’s knowledge, competency, and transparency with managing our portfolio. He is always available for any questions or concerns we have from 401 to IRA rollovers and 529 transfers. He tailors our portfolio to match our investment style and strategy and always has good advice and suggestions. Our confidence in Jared is further supported by the fact that we have moved our daughters’ portfolios under his management. We look forward to continuing to work with Jared as we transition into retirement.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
A trusted professional advisor
✅ Wealthtender Certified Advisor Review™
March 3, 2025
Jared and his team do a good job of positioning your investments for growth, but remain consistent with your wishes as an investor. The firm pays close attention to trends and developments, and makes adjustments to client portfolios accordingly. Jared communicates well with me as a client. I can speak to him any time within a few hours of my initial call, sometimes right away. The additional services provided to clients, such as tax preparation, are also greatly appreciated.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Excellence in Financial Planning and Building Relationships of Trust
✅ Wealthtender Certified Advisor Review™
March 3, 2025
I moved my families investment portfolios to Jared two years ago, when he was with GS. I made the transition with him to Quotient soon after with a little unease. That feeling quickly faded and my confidence grew greater over the months and years in both he and Quotient. The factors that built that confidence were multi-fold. Jared was always available and quick to work with me on all matters. I appreciated his patience and commitment to my needs and him standing behind all commitments. There were always solid alternative solutions and investment strategies offered and executed to meet my needs for a balanced and conservative investment strategy.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
Highly satisfied client of Jared Davis
✅ Wealthtender Certified Advisor Review™
March 3, 2025
I’ve been acquainted with Jared for about 7 years. From the first time we met I had a good, trusting feeling about him. He was pleasant and well prepared for our initial meeting. Since retiring almost 4 years ago we (my wife & I) have trusted Jared with our financial future. Although we can’t control the movement in the market, we can count on Jared and his team to keep our best interest in mind and recommend intelligent risk based investment strategies. In summary, we have been very pleased with Jared’s services and would highly recommend him as a financial adviser to family & friends.
Relationship to Financial Advisor:Current Client
Compensation:This reviewer received no compensation for this review.
Conflicts of Interest:There are no material conflicts of interest.
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