Jared Davis, CFP®Wealth Adviser, New Orleans
Jared Davis, New Orleans, is a Wealth Adviser with United Capital specializing in high net worth financial planning in the Houston area, specifically with oil and gas companies. He is an Investment Adviser Representative of United Capital, holder of a Series 65 securities license, and is a CERTIFIED FINANCIAL PLANNER™ professional. Jared started with the company in early 2016 and has shown great skill in crafting customized financial plans for each client’s individual goals.
Jared was born and raised in Dallas, Texas, and received his degree from the University of Oklahoma in 2013. Jared’s goal is to create an enjoyable client experience while upholding the fiduciary standard at the highest degree possible by always looking out for his clients’ needs first.