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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 remember the challenges of the Great Recession. At the time, I had just earned my master’s degree and was eager to start building a family and career. Instead, I found myself juggling four jobs to make ends meet. It was a humbling experience but became a turning point in my life. I realized that to create the future I envisioned, I needed to take massive action. That sparked an obsession with personal finance and investing that transformed my life.

As I immersed myself in learning, one principle stood out: the Pareto Principle, or 80/20 Rule. It taught me 80%...

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

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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

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