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Jennifer Ann Davis

SKYOAK CAPITAL, INC.·LAS VEGAS, Nevada
Unclaimed Profile
6671 LAS VEGAS BLVD S, LAS VEGAS, NV 89119CRD# 2481766Firm CRD# 154248
01

About

Jennifer Ann Davis is a registered financial advisor based in LAS VEGAS, Nevada, affiliated with SKYOAK CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SKYOAK CAPITAL, INC.
SKYOAK CAPITAL, INC.
AUM
$179M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SKYOAK CAPITAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: SERVICE FEE
Regulatory
SEC/IARD CRD# 2481766
Firm CRD# 154248
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
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Nearby cities in Nevada
RENO (129)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
RENO GuideHENDERSON GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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