Jason J. Davis joined SPC Financial® in July 2011 as a Client Service Associate, working for the firm’s President and CEO, Edward G. Sella. As the liaison between the President and the firm’s clients, he facilitated client requests, as well as correspondence.
Jason is currently a Financial Analyst, supporting SPC’s team of financial advisors. As part of his duties he helps analyze investment data, monitors client portfolios and alerts both advisors and the firm’s president of any investment changes.
Mr. Davis is a Registered Representative and Registered Principal with Raymond James Financial Services, Inc. (member FINRA/SIPC). He holds the General Securities Representative (Series 7), NASAA Uniform Combined State Law (Series 66), a General Securities Sales Supervisor (Series 9/10) license, as well as the Chartered Financial Analyst® and Certified Investment Management Analyst® certifications. Mr. Davis also has Life & Health Insurance licenses.
He received a B.A. degree in Economics from the University of Maryland, College Park in 2009.
Jason currently resides in Olney, Maryland with his wife, Jillian, three children, and yellow Lab. He enjoys playing and watching sports as well as spending time with family and friends.