Francis Joseph Davis

Employer firm

Corecap Advisors CRD 158819

$3.99B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 11/2025 → Present
  Corecap Advisors, Llc
  Southfield, MI
• 02/2009 → 02/2021
  Army National Guard
  Toms River, NJ
• 11/2020 → Present
  New Era Financial
  Toms River, NJ
• 09/2010 → Present
  First Jersey Insurance Agency
  Toms River, NJ

Other Businesses

*First Jersey Insurance Agency; Insurance Agent; Answer medicare renewal questions annually from past clients, moved contracts from past clients in 2020, still receive renewals from old book of business; approx. 1 hour per month; approx. 0 hours per month during trading hours; similar clientele *New Era Financial, LLC; President/Agent; Review health insurance and medicare insurance and annuity sales; approx. 20 hours per month; approx. 0 hours per month during trading hours; similar clientele

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-23

Other Names

• Frank Davis