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 the Director of Investments, 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 holds the Chartered Financial Analyst® and Certified Investment Management Analyst® certifications. He also maintains a Life and Health Insurance license.
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.