We understand that your financial needs can be complex and specialized. That’s why providing specific financial strategies for you and your business team is a process we take seriously. Working closely with you and your accountant, we can help determine the most appropriate financial strategy for you and your business.
Envision your retirement, and let us help you get there. Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored plans (e.g., 401(k)), annuities, equities, mutual funds and insurance. I can help you develop a strategy for working toward your retirement goals.
I joined Edward Jones as a financial advisor in 2011, and now manage the firm’s branch office in Layton, UT.
My spouse, Brittany, and I have a daughter and three sons.
I'm grateful for each of these opportunities to serve and give back to the local community. As an active member in business and civic affairs in Davis and Weber Counties, I am currently involved with:
• 2018 Walk to End Alzheimer's - Davis County, chairperson
• Coalition for Abuse Prevention of the Elderly (CAPE)
• Davis County Chamber of Commerce
• Utah Air National Guard for 20 years
Lorrie, my senior branch office administrator, has 22 years of experience and is dedicated to providing you with the highest level of service possible. Together, we are here to assist with any questions and strive to provide highly personalized service.
All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
Contact us today for a complimentary review and to get started on the right track with your financial goals.
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Insurance & Annuities
- Retirement Savings Strategies
- New Investors
My Personal Interests
- News & Media
Office Address1771 North Main
Layton, UT 84041
Phone NumberJared W Davis at (801) 525-4585
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