Justin Gregory Davis

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → 03/2018
  Wells Fargo Clearing Services, Llc
  Fort Collins, CO
• 03/2019 → Present
  Raymond James Financial Services, Inc.
  Fort Collins, CO
• 03/2019 → Present
  Raymond James Financial Services Advisors, Inc.
  Fort Collins, CO
• 03/2019 → Present
  Impact Financial Strategies, Llc
  Fort Collins, CO
• 03/2018 → Present
  Rental Real Estate
  Fort Collins, CO

Previous Registrations

• 2008-01-01 → 2019-03-19
  Wells Fargo Clearing Services, Llc
  Fort Collins, CO
• 2005-05-20 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Fort Collins, CO
  Fort Collins, CO
  St. Louis, MO

Other Businesses

(1)Name of Business: Address: 1051 Hessen Drive, Fort Collins, CO, 80524, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/27/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is a rental property that my wife and I own in Colorado. We will be hiring a management company to handle the interaction with our Renters. (2)Name of Business: Impact Financial Strategies Address: 3711 John F Kennedy Pkwy Ste 340, Fort Collins, CO, 80525-2658, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/11/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Offering disability insurance for DI Broker (3)Name of Business: Impact Financial Strategies, LLC Address: 3711 John F Kennedy Pkwy Ste 340, Fort Collins, CO, 80525, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/18/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (4)Name of Business: Rental Townhome Address: 1051 Hessen Dr, Fort Collins, CO, 80524, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/18/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties:

Exams

• S66 Uniform Combined State Law Examination
  2005-05-19
• S63 Uniform Securities Agent State Law Examination
  2001-10-04

Designations

• Certified Financial Planner