About Us

Jeff Davis, ChFC, CLU

Financial Advisor
Phone: 727-942-0422
Fax: 727-934-3734

Jeff Davis has been involved in the financial services industry since 1973.  He graduated summa cum laude from the University of Florida in 1972 with a BSBA in Marketing and Management.  In addition, he holds the designations of a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College.  Jeff has also been recognized nationally as a member of the prestigious Paramount Planning Group since 2005.  Jeff has committed himself to providing professional guidance and resources to his clients.

 

Jeff’s list of industry and company honors is comprehensive and impressive.  He is a life and qualifying member of the Million Dollar Round Table and is a member of AXA’s prestigious Hall of Fame.  He has served on the board of Countryside Rotary and is the past President of the Clearwater Association of Life Underwriters.  In 1997, he received one of AXA Advisors highest recognitions by being chosen the Southern Regional Honor Agent, one of four chosen annually from over 7,000 financial professionals.  

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

California Insurance License #: 0F65813

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

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