Jacob Ian Davis
Investment adviser representative at Israel Investment Advisors, LLC
17 yearsExperience
1 stateRegistered in
$96.3MFirm assets
16 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Israel Investment Advisors, LLCJan 2026 to now
- Ghp Investment AdvisorsAug 2023 to now
- Fidelity InvestmentsJun 2022 to Jun 2023
- Table 6Sep 2021 to Jun 2022
- Duo RestaurantAug 2021 to Sep 2021
- T StreetJun 2021 to Sep 2021
- Rollingstone Ranch Golf CourseMay 2019 to Nov 2020
- Mahogany RidgeNov 2018 to Apr 2021
- Steamboat Ski ResortNov 2018 to Apr 2019
- Valwood SchoolOct 2017 to May 2018
- Ymca Camp ThunderbirdAug 2017 to Aug 2018
- UnemployedAug 2017 to Nov 2017
- Kennesaw State UniversityAug 2011 to Dec 2016
- Ymca Camp CherokeeJun 2009 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Israel Investment Advisors, LLC
$96.3MAssets managed
5Clients
26Advisers
16 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
- 7584225
- Firm CRD
- 153952