Jeffrey Davis AAMS®

Investment ManagementRetirement PlanningTaxesFinancial Life Planning
Written By Knapsack
 

Wealth Advisor

Areas of Focus

  • Financial Life Planning

  • Investment Management

  • Retirement Planning

  • Taxes

  • High Net Worth

Santa Barbara, CA
(serving clients nationwide)

 
 

Qualifications & Experience

  • B.S. in Finance, San Diego State University

  • Joined Raymond James in Santa Barbara as a financial advisor in 2018

  • Continued at Kinecta Wealth Management (Ameriprise), expanding independent advisory skills

  • Accredited Asset Management Specialist (AAMS®)

About

Jeffrey Davis is a Wealth Advisor at ONE Advisory Partners based in Santa Barbara, California. He earned a B.S. in Finance from San Diego State University and holds the Accredited Asset Management Specialist (AAMS®) designation. Jeffrey began his advisory career at Raymond James in 2018, helping clients with investment strategies, retirement planning, and wealth preservation. He then expanded his advisory skills at Kinecta Wealth Management, an Ameriprise Financial practice, working independently to refine his financial planning expertise.

At ONE Advisory Partners, Jeff delivers a relationship-focused, customized approach to comprehensive financial planning. He specializes in financial life planning, investment management, retirement readiness, and tax strategies. Jeff values deep listening and tailored guidance, ensuring each client’s plan aligns with their goals and values. His commitment to ongoing education and credentialing reflects his dedication to serving busy professionals with clarity, care, and confidence.

Knapsack

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