Jeffrey Davis is a registered investment advisor at One Advisory Partners, LLC, based in Santa Barbara, CA, with 7 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 314 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee of 1.50% may be negotiable. Minimum annual fee of $10,000 may be waived.
Fee Estimator
Location
Santa Barbara, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is an employee of KFIS since July 2023. This outside employment takes about 10-20% of his time.
Employment History
Current Registrations
One Advisory Partners, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Kinecta Financial & Insurance ServicesBroker
LPL Financial LLC
LPL Financial LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations2 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.