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 Me
Jessica Davis joined Tudor Financial in 2013. Today, she and her partner Chris Tenbarge combine their knowledge, expertise and passion for investing and financial planning to provide their clients with the best experience possible.Jessica is passionate about helping her clients make sense of their financial circumstances and giving them the education and confidence to make sound financial decisions.
In her free time, Jessica enjoys spending time with her husband Brandon and their yellow lab, Mango.
Education and Certifications:
• Wright State University – Bachelor of Science Accounting
• Sinclair Community College – Associate of Business Administration
• 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™ Professional
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 our Firm
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
Badges
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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