JD
JD
Jeffrey Davis
24 Years of Experience
Westminster, CO
1 Disclosure
Jeffrey Davis is a registered investment advisor at Scenic Wealth Management, LLC, based in Westminster, CO, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 45 clients with $54M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
45 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$54.0M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Westminster, CO
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 2022Final
Employment History
Current Registrations
Scenic Wealth Management, LLC
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Scenic Wealth Management, LLC
July 2010 - December 2021 · 11 yrs 5 mos
Scenic Wealth Management, LLC
July 2010 - December 2015 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2004 - July 2010 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2004 - July 2010 · 5 yrs 8 mos
VALIC Financial Advisors, INC.Broker
March 2004 - October 2004 · 7 mos
VALIC Financial Advisors, INC.
February 2004 - October 2004 · 8 mos
Morgan Stanley
February 2002 - October 2002 · 8 mos
Morgan Stanley Dw INC.Broker
February 2001 - October 2002 · 1 yr 8 mos
American Express Financial Advisors INC.Broker
October 2000 - March 2001 · 5 mos
Ids Life Insurance CompanyBroker
October 2000 - March 2001 · 5 mos
State Registrations4 states
COFLLATX
Advisor
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.
Exams
No exam information available for this advisor.