Hi, today we will be discussing JERRY J DAVIS CPA PC, a reputable financial advisory firm that has been serving clients for over 20 years. Based in New York, this firm is led by Jerry J Davis, a certified public accountant with years of experience in the field.
How does the advisor help clients – Key Takeaways:
JERRY J DAVIS CPA PC offers a wide range of financial services to help clients achieve their financial goals. These services include tax planning and preparation, investment management, estate planning, retirement planning, and more. The firm follows a comprehensive and personalized approach to address each client’s specific needs and objectives.
Facts and Insights:
Founded in 2001, JERRY J DAVIS CPA PC has been helping clients manage their finances for over 20 years. The firm currently manages over $50 million in assets and has a team of 5 advisors who are dedicated to providing top-notch financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 20 years |
Financial Services Offered:
- Tax planning and preparation
- Investment management
- Estate planning
- Retirement planning
- Financial planning
- And more
Client Types:
JERRY J DAVIS CPA PC serves a diverse clientele, including individuals, families, small business owners, and high net worth individuals. The firm is committed to providing personalized financial services to each client, regardless of their background or financial status.
Fees & Compensation:
JERRY J DAVIS CPA PC follows a fee-based compensation model, which means that the firm charges fees based on a percentage of the assets under management. This aligns the firm’s interests with the clients’ and ensures that the firm’s success is tied to the clients’ success.
Background:
Jerry J Davis, the founder and lead advisor of JERRY J DAVIS CPA PC, is a certified public accountant with over 25 years of experience in the financial industry. He has a strong background in accounting and tax planning, making him an expert in helping clients optimize their financial strategies.
Financial Advisor Disclosures to Know:
JERRY J DAVIS CPA PC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm is required to disclose any potential conflicts of interest or disciplinary actions to clients, ensuring transparency and trust in the advisor-client relationship.