Skip to Main Content
portrait of Jeff Davis
FINANCIAL ADVISOR

Jeff Davis

CFP®
2235 Mission St SE Suite 200, Salem, OR 97302opens in a new window
Accepting New Clients
CallSend Me a Message

About Jeff

We all lived through the Great Recession. I had just received my master's degree and was excited to start a family and career. Instead, I found myself working four jobs and barely getting by. I realized I had to take massive action. So, I became obsessed with personal finance and investing!

It quickly became my passion and I learned so much along the way. One of the most valuable lessons was the Pareto Principle. It states that 80% of the results come from 20% of the activities. This taught me to focus on what is most important and tune out the...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies

Work History

  • Edward JonesJune 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Hawaii at ManoaMasters

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Volunteering
  • Health & Nutrition
  • Hunting

Team Members

  • Gloria Higa
    Sr. Branch Office Administrator
    FPQP®
  • Jacob Knapp
    Branch Office Administrator

Send Me a Message

* Required field
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(503) 363-0445

Fax

(877) 462-5318

Office Address

2235 Mission St SE Suite 200
Salem, OR 97302opens in a new window

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More