Unclaimed Profile

Jennifer Ann Davis

SKYOAK CAPITAL, INC.·LAS VEGAS, Nevada

SIE, Series 7, Series 63, Series 65CFP26 years registeredSKYOAK CAPITAL, INC.

6671 LAS VEGAS BLVD S, LAS VEGAS, NV 89119CRD# 2481766Firm CRD# 154248

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer Ann Davis · LAS VEGAS, NV

Registration

CRD #2481766 · SKYOAK CAPITAL, INC. · 26 years registered

Brand Profile

Not yet started

Career History

SKYOAK CAPITAL, INC.

Jul 2020 – present

SKYOAK WEALTH

Feb 2019 – Jul 2020

LAS VEGAS, NV

SKYOAK WEALTH MANAGEMENT, INC.

Jul 2010 – Mar 2019

LAS VEGAS, NV

RESOURCE INVESTMENT ARCHITECTS, INC.

Feb 2010 – Feb 2011

PETALUMA, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2008 – Feb 2010

EUGENE, OR

CITIGROUP GLOBAL MARKETS INC.

Feb 2000 – Jun 2008

MENLO PARK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 24, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

2025Customer Dispute·Settled

2002Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SKYOAK CAPITAL, INC.

CRD 154248 · SEC 801-118745

AUM

$179M

Regulatory assets under management

Employees

664 client accounts

Services offered by SKYOAK CAPITAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SKYOAK CAPITAL, INC. →

Introduction

Speak with Jennifer

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jennifer is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAS VEGAS?

Browse all registered financial advisors in LAS VEGAS, Nevada or claim this profile if it's yours.

Browse LAS VEGAS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jennifer Ann Davis offer?

Jennifer Ann Davis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LAS VEGAS, Nevada for a consultation.

What are Jennifer Ann Davis's credentials?

Jennifer Ann Davis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jennifer Ann Davis located?

Jennifer Ann Davis is based in LAS VEGAS, Nevada, working with SKYOAK CAPITAL, INC.. Their office serves clients in the LAS VEGAS metropolitan area and surrounding communities.

How does Jennifer Ann Davis charge for services?

Jennifer Ann Davis's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: service fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SKYOAK CAPITAL, INC.?

SKYOAK CAPITAL, INC. has approximately 5 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →