Jennifer Davis
Jennifer Davis is a CFP-designated registered investment advisor at Skyoak Capital, INC., based in Las Vegas, NV, with 31 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 268 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Basic financial planning up to 20 hours a year is included in the fee.
Fee Estimator
Location
6671 Las Vegas Blvd S, Suite 210, Las Vegas, NV, 89119
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2025Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Jennifer is the owner of SkyOak Asset Protection Group LLC, where she works as an independent insurance agent selling fixed and life insurance. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Skyoak Capital, INC.
Previous Registrations
Skyoak Wealth
Kw Securities CorporationBroker
Brokers International Financial Services, LLC.Broker
Skyoak Wealth Management, INC.
Resource Investment Architects, INC.
Investment Architects, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citicorp Investment ServicesBroker
State Registrations4 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.