JA
Jennifer Ann Davis
CRD 2481766
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Skyoak Capital, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Skyoak Capital, Inc.
Chief Executive Officer, Chief Investment Officer · 75% or more · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗