Broker Check
Jeffrey Davis, AAMS

Jeffrey Davis, AAMS

CA Insurance License #4000719 LPL Financial Advisor

As a Financial Advisor with Kinecta Wealth Management, I help clients pursue their financial goals through goal setting, planning, proper asset management and investing. Combined with over five years of experience in the financial services industry, I have also learned from my father, a seasoned financial advisor. Working alongside him has provided invaluable insights and guidance, making me a better advisor. I am grateful for his mentorship and the lessons he imparted.

My journey in financial services began with a bachelor's degree in finance from San Diego State University. This educational foundation has been instrumental in shaping my understanding of the industry and helping me navigate the complexities of financial planning. To further enhance my experience, I obtained the Accredited Asset Management Specialist® (AAMS®) designation from the College for Financial Planning. This designation has equipped me with the knowledge and skills to provide my clients with comprehensive asset management strategies.

What I enjoy most about my profession is the opportunity to interact with and develop relationships with credit union members. As a naturally social person, engaging in conversations and building client connections doesn't feel like work. I value these interactions and cherish clients' trust in me to guide them on their financial journey. In working with clients, my mantra is simplicity and defense. I understand the world of investments can be overwhelming, with complex options and confusing jargon. I aim to simplify the process and educate them, helping them understand investing doesn't have to be confusing. Focusing on wise investment strategies gives clients confidence in their financial decisions.

I reside in my hometown of Santa Barbara, California. Outside of work, I am passionate about basketball. I played locally at Dos Pueblos High School, and to this day, I continue to play and coach. Basketball allows me to stay active, compete and connect with others who share the same passion. Additionally, I prioritize fitness and enjoy playing golf to unwind and enjoy the outdoors.

Registrations held through LPL Financial: Series 7 and 66 

Registered for Securities in the following states: CA