Jerry W Davis

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 10/2006 → Present
  Next Financial Group
  Houston, TX
• 11/2013 → 09/2022
  First Allied Securities Inc.
  San Diego, CA
• 11/2013 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 11/2020 → 11/2020
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → Present
  Cetera Advisors Llc
  Lousiville, KY
• 11/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-11-25 → 2020-11-12
  First Allied Advisory Services, Inc.
  Louisville, KY
• 2006-10-27 → 2013-11-26
  Next Financial Group, Inc.
  Houston, TX
  Louisville, KY
  Louisville, KY

Other Businesses

1) JWD PROPERTIES LLC, REAL ESTATE HOLDING COMPANY, 100% OWNERSHIP; 2) INSURANCE; SOLE PROPRIETOR; INSURANCE; START DATE 11/14/2013; 160 HOURS PER MONTH. 3) DAVIS FINANCIAL SERVICES, INC; PRESIDENT; DBA; START DATE 11/14/2013; 160 HOURS PER MONTH. 4) PAT PROPERTIES, LLC; OWNER; REAL ESTATE; START DATE 10/29/2014; 4 HOURS PER MONTH. 5) ESTATE PLANNING; CFP; ESTATE PLANNING; START DATE 11/24/2014; 8 HOURS PER MONTH. 6) LAD HOLDINGS LLC; OWNER; REAL ESTATE; START DATE 05/29/2015; 4 HOURS PER MONTH. 7) DAVE RAMSEY'S PROGRAM; LOCAL PROVIDER; MARKETING OR PROFESSIONAL/BUSINESS NETWORKING; START DATE 01/16/2019; 0 HOURS A MONTH 8) DFS TAX, LLC; PRESIDENT; NON-CPA ACCOUNTING AND/OR TAX PREPARATION; START DATE 01/01/2020; 20 HOURS PER MONTH.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-14

Designations

• Certified Financial Planner