Jeremy L. Davis, CFP®, ChFC®

Jeremy L. Davis, CFP®, ChFC®

Phone: 303.691.3827 ext 117
Fax: 303.691.3824
E-mail:

   

Financial Advisor
Co-Owner, J.L. Davis Financial Corporation

 

Jeremy began his career in 2001 and over the last 10 years has developed a keen sense of the financial realities facing entrepreneurs and successful families in the Denver area.  He has seen the benefits of proper planning in rather difficult financial times.  Jeremy grasps the importance of good communication and has helped his clients stay aligned with their long term goals and promises. 

Jeremy received his Bachelor of Science degree from Colorado State University, majoring in natural resources with emphasis in ecotourism – a reflection of his lifelong love of the outdoors. Jeremy is has earned his CERTIFIED FINANCIAL PLANNER™ certification through The American College in Bryn Mawr, Pennsylvania. Jeremy’s professional securities registrations include Series 6, 7, 63, and 65 along with his life, health, and long-term care insurance licenses.

Jeremy’s business production has qualified him as a member of the Million Dollar Round Table since 2005.  He is active in the National Association of Insurance and Financial Advisors and the Financial Planning Association.

With an emphasis on education and exceptional client service, Jeremy has attracted a following among Colorado families and entrepreneurs who view him as an indispensable element of their team. He maintains a well-honed edge in regard to investment management, business succession planning, and estate planning as a result of his significant efforts in professional education, coupled with the experience of working some fascinating cases involving highly successful clients.

Jeremy and his wife Beth and daughter Sloane live in Denver, and enjoy mountain biking, backpacking, golf, and most of all, skiing. A Red Labrador Retriever named Burke, and Brittany spaniel named Bailey round out the “family”.