Jeffrey Davis
Jeffrey Davis is a registered investment advisor at Pks Advisory Services, LLC, based in Albany, NY, with 41 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,416 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PKS Advisory Services provides investment management for an annual fee based on the value of your investments. The fee can be up to 2.75% and varies depending on the amount you invest, the type of services you need, and the experience of the advisor. This fee does not include brokerage commissions or other transaction costs.
Location
80 State Street, Albany, NY, 12207
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2015Regulatory
May 1992Regulatory
June 1989Other Business ActivitiesSells Insurance
Jeffrey is the president and operations manager of PKS Advisory d/b/a Davis Brinks Wealth Management, providing investment and insurance advice along with various planning services, dedicating full-time hours. He is also an insurance agent with PKS Financial since 2020, spending about 10-20% of his time providing insurance advice.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Michigan Advisors, INC
Michigan Securities, INC.Broker
Spc
Sigma Financial CorporationBroker
Royal Alliance Associates, INC.Broker
Portfolio Asset Mgt/usa Financial Group INC.Broker
USA Financial Group, INC.Broker
Jnl Equity CORP.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.