Jennifer Davis, CFP

Certified Financial Advisor (CFP), Independent Registered Investment Adviser (RIA)

Financial Adviser at Skyoak Wealth Management, Inc. in Medford, OR

About

Medford

Contact
Click for phone number
(800) 971-8070
Click for fax number
(800) 971-8075
Address
229 N. Bartlett St. in Medford, OR 97501
Info
Year started: 1988

Reviews

Peer Endorsements

Best Answers

Jennifer Davis, CFP has not answered any questions.

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Equities
  • Estate Planning
  • Life Insurance
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Credentials

Licenses

Series 65
Series 7

Certifications

CFP

Background

Experience

President

Education

California State University at Sacramento

Disclosure

Securities Offered through KW Securities Corporation. Member FINRA and SIPC. KW Securities Corporation and SkyOak Wealth Management are not affiliated companies. This website is designed to provide accurate and authoritative information obtained from sources believed to be reliable. However, it is not intended to provide specific legal, tax, or other advice regarding your specific situation. State regulations and registration requirements regarding the distribution of registered product information and advisory services requires limitation to access of the following pages to individuals residing in states where we are currently registered. Representatives and investment companies may only transact business in a particular state after fulfilling the license/ registration requirements of that state. Advisory services are provided by SkyOak Wealth Management advisory associates. Information about those services may be reviewed in the SkyOak Wealth Management disclosure document or form ADV Part II. Contact your advisory associate for the current form. This website is intended for use only by residents of the states listed below. Securities and investment advisory services may not be provided to individuals residing in any state not listed below. We are licensed to sell Insurance Products in the following states: California, Nevada, Oregon, Texas, Washington. We are registered to sell Securities in the following states: California, Nevada, Oregon, Texas, Washington. This website is designed to provide accurate and authoritative information obtained from sources believed to be reliable. However, it is not intended to provide specific legal, tax, or other advice regarding your specific situation. State regulations and registration requirements regarding the distribution of registered product information and advisory services requires limitation to access of the following pages to individuals residing in states where we are currently registered. Representatives and investment companies may only transact business in a particular state after fulfilling the license/ registration requirements of that state. Advisory services are provided by SkyOak Wealth Management advisory associates. Information about those services may be reviewed in the SkyOak Wealth Management disclosure document or form ADV Part II. Contact your advisory associate for the current form. This website is intended for use only by residents of the states listed below. Securities and investment advisory services may not be provided to individuals residing in any state not listed below. We are licensed to sell Insurance Products in the following states: California, Nevada, Oregon, Texas, Washington. We are registered to sell Securities in the following states: California, Nevada, Oregon, Texas, Washington