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professional profile

Jessica Lynn Davis, CFP

AgentRRIAR Dayton, OH CRD 6260728 Last verified October 2026

Overview

Jessica Lynn Davis is an insurance agent, a registered representative and an investment adviser representative based in Dayton, OH, with 10 years in the industry.

Years in the industry
10
States licensed
1
States registered
21
Carrier appointments
3

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

  • Licensed in 1 state
  • Registered in 21 states
  • Producer
  • Series 66
  • Series 7
  • SIE

3 lines of authority, with every state and its dates

Firms

Employment history since 2016

Carriers

3 active carrier appointments

Book and practice

Firm assets under management on file

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