John Francis Davis

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2020 → 05/2020
  System Source Inc.
  Hunt Valley, MD
• 08/2015 → 08/2019
  The Pennsylvania State University
  State College, PA
• 08/2019 → 03/2020
  Unemployed
  Timonium, MD
• 06/2020 → 06/2023
  Chapin Davis Investments
  Baltimore, MD
• 06/2023 → Present
  Stifel, Nicolaus & Company, Incorporated
  Baltimore, MD

Previous Registrations

• 2023-03-02 → 2023-06-22
  Chapin, Davis
  Baltimore, MD

Exams

• S66 Uniform Combined State Law Examination
  2021-06-11

Other Names

• Jack Francis Davis