Team

Jared Davis, CFP®, MBA

Partner, Senior Wealth Advisor

Team

Jared Davis, CFP®, MBA

Partner, Senior Wealth Advisor

Jared Davis is a financial professional and a Partner, Senior Wealth Advisor at Quotient Wealth Partners. With a strong commitment to helping clients realize their financial aspirations, Jared employs innovative planning and investment strategies with the goal of guiding them towards success. His expertise spans various facets of financial planning, including retirement planning, tax optimization, investment management, estate planning, legacy/estate planning, business planning, and business divestitures/liquidity events.

With seven years of prior experience at leading wirehouses, Jared brings a wealth of knowledge to his diverse clientele, which includes corporate employees, executives, and business owners. He holds a Bachelor of Arts degree from the University of Oklahoma and has earned an MBA with a focus on finance from Southern Methodist University. Beyond his professional pursuits, Jared is a passionate golfer and enjoys exploring the world with his wife, relishing moments at the lake, and showcasing his culinary talents in the kitchen.

CFP® – Certified Financial Planner
The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP Certification Examination, a ten-hour multiple choice exam divided into three separate sessions. In order to maintain the certification, CFP designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.