Alison Jean Davis

Employer firm

Quantum Leap Capital, LLC CRD 165310

$121M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2018 → Present
  Quantum Leap Capital, Llc
  Burlington, VT
• 11/2005 → 01/2018
  Mount Family Group Ltd. Dba Westaff Workforce Solutions
  Burlington, VT

Other Businesses

05/11/2015 - Insurance Firm - Not Investment Related - Insurance Agent - Start Date: 05/2018 - Provide fixed and variable insurance policies to Clients -Spends less than 5% of her time.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-10