Jerry Davis, CFP
📍 Louisville, Kentucky, United States
Jerry Davis is the President and CEO of Davis Financial Services, Inc. , with over 42 years of experience in the financial industry. He holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist designations, focusing on delivering a high level of client service and helping clients plan for financial independence.
Jerry began his career in banking in 1981 and transitioned to exclusively working as a financial planner in 1998, leveraging his extensive background to found his own firm.
Read the full overview →Location
Louisville, Kentucky, United States
Personality Overview
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Priorities
Topics Jerry cares about
Financial Independence
His firm's mission is to create financial stability and security, providing clients with financial independence through comprehensive planning and a disciplined approach.
Retirement Planning
His company specializes in creating portfolios that include IRAs, Roth IRAs, and 401ks, and has particular experience helping business owners with their retirement plans.
Career
Work history
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In the press
Media appearances
AP Podcast - Episode 294 - Jerry Davis of PeakCM. Featured in YouTube
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Education
Jerry has no verified education history
Social presence
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