Advisor at Westminster Financial Advisory Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Westminster Financial Advisory Corp
Location
Beavercreek, OH 45440
Credentials
CFP®, Series 66
Industry experience
9 years
Jessica Davis is a Certified Financial Planner® with nine years of industry experience. She is affiliated with Westminster Financial Advisory Corp and Tudor Financial, Inc., where she has worked since 2017 and 2018, respectively. Westminster Financial Advisory Corporation provides investment supervisory services and financial planning to individuals, families, high-net-worth clients, trusts, estates, and other entities. The firm employs a diversified, multi-asset class investment approach with a primary buy-and-hold orientation, supplemented by tactical adjustments based on market conditions.
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Based on Westminster Financial Advisory Corp
Negotiable up to 2.5% annually
Commission and/or service fees for trades executed in client accounts; fees are negotiable and vary by client, account, and advisor.
50 Chestnut Street, Suite A 400
Beavercreek, OH 45440
Connecticut · Florida · Ohio
Tudor Financial, Inc.
2018 - Present (8 years)
Westminster Financial Advisory
2017 - Present (9 years)
Westminster Financial Securities
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
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What About Us Financial
MY MISSION The first time I remember standing up for injustice was on the playground during 2nd grade recess. A couple of bullies were picking on a scared girl. I marched up and gave these bullies a piece of my mind and the girl and I become best friends. After entering the Financial Services industry in 2007, I quickly realized there were many “bullies” that used their knowledge to intimidate clients into pricey products and services. What About Us Financial was founded in 2019 to stand up against the status quo in Financial Services. We are the 99% that deserve our own beautifully successful life. Money is power. It brings us security and confidence. Saving and investing is not only for the rich. We can all prosper and thrive through thoughtful budgeting, savings and investing. This is my mission in life – to empower the underserved so they may obtain financial freedom and success. MY EXPERIENCE I’m a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and hold a Masters in Business Administration (MBA) in Management Innovation & Change. I have the letters to demonstrate knowledge, but it is more important to convey my heart to demonstrate compassion. I am a Fiduciary, which is the highest standard of client care. I must always act in the client’s best interest, even when it’s in opposition to mine. (This is big stuff! Do some Googling to see the efforts to hold all advisors to this standard. They have failed, so it’s still a scary world.) MY OFFICE My office is located inside my home in Bellbrook, Ohio. I see no reason to tax environmental (and personal) resources to open a fancy office space. We can meet at your favorite coffee shop, restaurant, office or kitchen table. And there is always video conferencing through Zoom, FaceTime or Skype.
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