Jessica L Davis, CFP®
Financial Advisor at Tudor Financial, Inc.
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Tudor Financial Jessica L Davis, CFP®
Dayton, OH
Serving Clients Nationwide
Financial Advisor at Tudor Financial, Inc.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Jessica L Davis, CFP®
Jessica Davis CFP® is a financial planner and investment adviser based in Dayton, Ohio, serving clients across the country.At Tudor Financial, Inc., she partners with her longtime mentor, Christine Tenbarge, CFP®, to help individuals and families make smart, confident financial decisions—especially around retirement, investing, and building wealth.
Jessica believes financial planning should be approachable and empowering—not intimidating. Her mission is to help clients gain clarity and confidence in the choices that shape their financial future. She's known for her thoughtful, down-to-earth style and her deep commitment to financial literacy and fiduciary care.
Outside of work, Jessica enjoys playing volleyball and spending time with her husband, Brandon, and their yellow lab, Mango.
She is also a registered representative with Westminster Financial Securities, Inc.,
Member FINRA/SIPC.
Education and Certifications:
• Wright State University – Bachelor of Science Accounting
• Boston University - Certificate, Financial Planning
• CFP® – CERTIFIED FINANCIAL PLANNER™
Licenses:
• General Securities Representative License, FINRA, Series 7
• Uniform Combined State Securities Law License, FINRA, Series 66
Jessica also maintains Life, Health and Variable Annuity Insurance Licensure.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- The AGC
Primary Location
8111 Timberlodge Trail Dayton OH 45458
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Commissions
- Fee Based
- Flat Fee
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call or in-person meeting. 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 Tudor Financial
Tudor Wealth is an independent wealth and investment advisory firm based out of Southwest Ohio serving clients in more than 30 states throughout the U.S. Tudor has provided trusted investment and financial advisory services to individuals, families, and institutions for over three decades.✔️ OFFERING MANY YEARS OF RELIABLE SERVICE SINCE 1992
We specialize in offering a personalized client experience dedicated to helping you achieve your specific investment, financial and life goals. Our research-driven advice and investment services provide an advanced level of integrated wealth solutions. We aim to offer peace of mind to our clients as they advance through their own unique stages of life.
✔️ FIDUCIARY STANDARD OF CARE
We are legally structured in order to provide advice that adheres to the highest of standards and in the client’s best interest.
✔️ CREDENTIALED PROFESSIONALS
Along with maintaining the highest credentials, our experienced respected professionals have years of experience and are dedicated to providing you with one-on-one guidance.
✔️ LONG-TERM RELATIONSHIPS
We aim to build strong relationships our clients and offer quality advice at each unique stage of life.
✔️ CUSTOMIZED SERVICES
We provide a full-range of strategies and services to address every aspect of your finances.
✔️ DEEP INFORMATION APPROACH
We dive deep to gain a full picture of your financial standing to identify your goals and develop a plan of action.
Education
Wright State University, Bachelor’s Degree, Accounting
Hobbies and Interests
- Family
- Golf
- Volleyball
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Young Families
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