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Davis Jackson Rich

Fermata Advisors

Chico, CA

Sonoma, CA

CRD 7379461

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Employer firm

Fermata Advisors CRD 305614

$1.01B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Fermata Advisors

539 Broadway Suite A, Sonoma, CA 95476 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-04
TX RA APPROVED 2023-08-04
  • CA RA
    APPROVED
    Since 2023-08-04
  • TX RA
    APPROVED
    Since 2023-08-04

Branch Locations

2452 Lakewest Drive, Chico, CA 95928 • United States

539 Broadway Suite A, Sonoma, CA 95476 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Skyline Country Club Tucson AZ 01/2013 01/2017
Asset Management Group Chico CA 05/2021 03/2022
Rich Financial Sonoma CA 03/2022 Present
Unemployed Chicago IL 05/2019 05/2021
University Of Arizona Tucson AZ 06/2010 05/2019
  • 01/2013 → 01/2017
    Skyline Country Club
    Tucson, AZ
  • 05/2021 → 03/2022
    Asset Management Group
    Chico, CA
  • 03/2022 → Present
    Rich Financial
    Sonoma, CA
  • 05/2019 → 05/2021
    Unemployed
    Chicago, IL
  • 06/2010 → 05/2019
    University Of Arizona
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-03
  • S65 Uniform Investment Adviser Law Examination
    2023-08-03

View on SEC IAPD

Nearby Firms

WALLER FINANCIAL COACHING
CETERA INVESTMENT ADVISERS LLC
FARMERS ASSET MANAGEMENT, LLC

Nearby Investors

JUSTIN CHADE WALLER
DANA DUANE FUNK
Paul Lawrence Munly

Nearby Offices

WALLER FINANCIAL COACHING · CHICO, CA
CETERA INVESTMENT ADVISERS LLC · CHICO, CA
FARMERS ASSET MANAGEMENT, LLC · Chico, CA

More in Chico, CA

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