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Chief Executive Officer, Chief Investment Officer · Skyoak Capital, Inc.

Jennifer A. Davis

CRD 2481766 · Named on Form ADV at one SEC-registered adviser

At a glance

Skyoak Capital, Inc., an SEC-registered wealth manager based in LAS Vegas, NV with $219 million in regulatory assets, lists Jennifer A. Davis on its Form ADV as Chief Executive Officer, Chief Investment Officer, a control person.

Firms and roles

  • Skyoak Capital, Inc.Chief Executive Officer, Chief Investment OfficerWealth manager · LAS Vegas, NV · $219M in regulatory assets

AtlasMembers

Jennifer’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Elizabeth A. BoydChief Operatng Officer, Chief Compliance Officer, Skyoak Capital, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jennifer’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.