Jennie Davis
Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$456.1MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Florida Financial Advisors, LLCSep 2026 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsAug 2026 to now
- Fidelity InvestmentsMar 2025 to Jun 2026
- Fidelity Brokerage Services LLCMar 2018 to Jun 2026
- Self-employedOct 2017 to Mar 2018
- Mercy CorpsApr 2017 to Sep 2017
- Duke UniversityAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (VA).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5467354
- Firm CRD
- 288811