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Robert Jay Davis

Advisor at Raymond James Financial — Georgetown, KY

Updated today

Credentials

Series 63, Series 65

Experience

24 years

Location

Georgetown, KY 40324

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,448

Across 2,955 offices

Clients per advisor

77 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Robert Davis is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. In addition to his advisory role, he serves as Vice President at Stock Yards Investment Services, providing financial services to bank customers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored financial planning and investment consulting using analytical tools and supports both advisory programs and institutional consulting through a large advisor network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Georgetown, KY

260 Blossom Park Dr.

Georgetown KY 40324

Advisors at this office

1

Most active in

Kentucky · Texas

Work history

24 years of industry experience

Raymond James Financial Services Advisors, Inc

2021 - Present • 5 years

Louisville, KY

Stock Yards Bank & Trust

2021 - Present • 5 years

Georgetown, KY

Raymond James Financial Services, Inc

2021 - Present • 5 years

Louisville, KY

Ameriprise Financial Services, Inc.

2018 - 2021 • 3 years

Florence, KY

Investment Professionals, Inc.

2016 - 2018 • 2 years

San Antonio, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew P

CFA®

Georgetown, KY

Saecula Wealth LLC

Matthew Pierce discovered his passion for investing during his junior year of college at Syracuse University and never looked back. While his degree in International Relations serves him well particularly with the seemingly rising influence of geopolitics in markets, his knowledge in the world of finance and economics has all come from rigorous self-study including completion of the CFA curriculum. Matthew, at his core, is a student of the markets and history. Matthew is a CFA® charterholder with over seventeen years experience in wealth management. Prior to starting Saecula Wealth he was the head of investments for two larger RIAs. He served as a Senior Portfolio Manager for Austin Wealth Management and the Director of Research and Trading for the Wealth Consulting Group. He began his career as a Relationship Manager for United Capital of Las Vegas.

Retirement income strategy General retirement planning Wealth management Active portfolio management Private / alternative investments Founder/Business Owner Retired Technology Professional Engineering Professional Self-Employed Married/Couples/Partners Mid-Career Professionals Approaching retirement Retired
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Bradley P

Series 66

Lexington, KY

First Kentucky Securities Corporation

Bradley Pickrell is a financial advisor with First Kentucky Securities Corporation, holding a Series 66 designation and 22 years of industry experience. He has worked at First Kentucky Securities Corporation and Ross, Sinclaire & Associates, LLC during his career. Outside of advising, he is involved with commercial real estate investing through Fund4me LLC and High5 LLC and serves on the Board of Directors for the Lexington Club. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm offers portfolio management, financial planning, municipal advisory services, and institutional equity research, operating as both an investment adviser and broker-dealer.

Options & derivatives strategies Executive Founder/Business Owner
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Christina H

CFP®, Series 63

Lexington, KY

First Kentucky Securities Corporation

Christina Harrison is a CFP® with 39 years of industry experience, currently serving as an advisor at First Kentucky Securities Corporation since 2001. She holds the Series 63 designation and operates out of Lexington, KY. Outside of her advisory role, she owns a retail business called Willa's Fabulous Finds, which operates through a Peddler mall and an Etsy shop under the name H2F. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm develops individualized investment policies and offers a range of portfolio management, financial planning, and municipal advisory services, supported by its dual registration as both an investment adviser and broker-dealer.

Options & derivatives strategies Executive Founder/Business Owner
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Raymond K

Series 63, Series 65

Lexington, KY

First Kentucky Securities Corporation

Raymond Kramer Jr. is a financial advisor with First Kentucky Securities Corporation, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with First Kentucky Securities Corporation since 1985. Outside of his advisory role, he serves as President of Presbyterian Housing Corp., a nonprofit that operates low-income housing. First Kentucky Securities Corporation offers investment advisory and related services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm provides customized investment policies implemented through various account types and manager programs, and it maintains dual registrations as an investment adviser and broker-dealer, as well as municipal advisory and insurance agency licensures.

Options & derivatives strategies Executive Founder/Business Owner
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Kirsten K

Series 63, Series 65

Lexington, KY

First Kentucky Securities Corporation

Kirsten Kramer is a financial advisor with First Kentucky Securities Corporation in Louisville, KY. She holds Series 63 and Series 65 licenses and has 14 years of industry experience, all with First Kentucky Securities since 2009. Outside of her advisory role, she is listed as an officer of a moving business owned by her husband but is not active in its operations. First Kentucky Securities Corporation serves a diverse client base including individual investors, pension plans, charitable organizations, and government entities. The firm offers a range of services such as portfolio management, financial planning, municipal advisory, and securities research, utilizing both discretionary and non-discretionary accounts and third-party manager programs.

Options & derivatives strategies Executive Founder/Business Owner
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Ruth W

Series 63, Series 65

Lexington, KY

First Kentucky Securities Corporation

Ruth Webb is a financial advisor at First Kentucky Securities Corporation with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with First Kentucky Securities since 2012. Outside of her advisory role, she provides legal services including contract review, wills, probate, and deeds, and is actively involved in community organizations such as the University of Kentucky Women & Philanthropy, Presbyterian Child Welfare agency, Buckhorn Children & Family Services, 2nd Presbyterian Church, and the Harrodsburg Tree Board. First Kentucky Securities Corporation serves a diverse client base including individual investors, pension plans, charitable organizations, corporations, and government entities. The firm offers a range of services including portfolio management, financial planning, municipal advisory, and securities research, implementing customized investment policies through discretionary and non-discretionary accounts and third-party manager programs.

Options & derivatives strategies Executive Founder/Business Owner
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