William Taylor 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

• 02/2019 → 11/2022
  Edward Jones
  St Louis, MO
• 05/2013 → 12/2018
  Student
  Lawrence, KS
• 08/2015 → 05/2018
  Kansas Athletics
  Lawrence, KS
• 05/2018 → 09/2018
  University Of Auburn
  Auburn, AL
• 11/2022 → Present
  Raymond James Financial Services Inc
  Overland Park, KS
• 11/2022 → Present
  Raymond James Financial Services Advisors
  Overland Park, KS

Previous Registrations

• 2019-04-25 → 2022-11-14
  Edward Jones
  Olathe, KS
  St Louis, MO
  Tempe, AZ
  Olathe, KS
  St Louis, MO
  Maryland Heights, MO
  Shawnee, KS
  Olathe, KS

Other Businesses

(1)Name of Business: Davis Financial Partners Address: 7300 College Blvd Ste 220, Overland Park, KS, 66210-1879, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/14/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Planner

Exams

• S66 Uniform Combined State Law Examination
  2019-04-22

Other Names

• William Taylor Davis
• William Davis