Team

Jared Davis, CFP®, MBA

Managing Partner, Senior Wealth Advisor

Jared Davis is a Managing Partner and Senior Wealth Advisor at Quotient Wealth Partners, where he works directly with clients to help them achieve their financial goals. He brings more than ten years of experience in the financial services and wealth management industry, serving clients with his in-depth knowledge of comprehensive planning strategies that include retirement planning, tax optimization, investment management, estate planning, legacy/estate planning, business planning, and business divestitures/liquidity events.

As an experienced leader, Jared is deeply committed to cultivating lasting relationships. Prior to joining Quotient, he served as a Vice President and Wealth Advisor for two large independent advisory firms. Jared holds a Bachelor of Arts from the University of Oklahoma and an MBA from South Methodist University Cox School of Business with a focus on finance. Jared is also a CERTIFIED FINANCIAL PLANNER® professional as designated by the Certified Financial Planner Board of Standards. 

Outside of the office, Jared enjoys spending time at the lake with wife, family and friends, and playing golf. He is also highly involved in a variety of charitable and professional organizations. Jared is a member of the Young Presidents Organization (YPO) West Texas Chapter and serves on the board of directors at Halo House, a charitable organization providing temporary housing to cancer patients battling leukemia, lymphoma, and myeloma at the Texas Medical Center.

CFP® – Certified Financial Planner

The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements. Eligible candidates are generally required to have three years of financial planning related experience and possess a bachelor’s degree from an accredited U.S. college or university. Certificants are further required to complete a CFP Board-Registered Education Program (or possess a qualifying professional credential), clear a personal and professional background check, and pass the CFP Certification Examination, a ten-hour multiple choice exam divided into three separate sessions. In order to maintain the certification, CFP designees must also complete at least 30 hours of continuing education every two years on an ongoing basis.

Quotient Wealth Partners, LLC (“QWP”) is an SEC-registered investment adviser. Registration does not imply a specific level of skill or training. QWP’s website is for informational purposes only and should not be viewed as a solicitation, transaction offer, personalized investment advice, nor tax or legal advice. Statements about future possibilities are aspirational and not guaranteed. Investing involves risks, including the loss of principal. Past performance does not predict future results.

For details on QWP’s services, business operations, and fees, refer to our Form ADV available upon request or through the SEC’s Investment Adviser Public Disclosure website. Information from unaffiliated third parties is provided for convenience only and may not be accurate or complete. For important disclaimer information click here.