Jennifer Davis has been Chief Executive Officer, Chief Investment Officer of SkyOak Capital since February 2010, is a control person of the firm and directly owns 75% or more of it. Jennifer Davis holds a B.S. in Business Administration and Economics from California State University, Sacramento.
Skyoak Capital, Inc. is a Las Vegas, NV firm with $219M under management, 268 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Jennifer Davis is Founder and CEO of SkyOak Capital, Inc., based at the firm's Las Vegas headquarters. She founded the firm in San Francisco in 2010. Before founding SkyOak Capital, she held senior wealth management roles with Smith Barney and Merrill Lynch in Menlo Park, California. She has more than 35 years of experience in financial services.
Jennifer Davis’ longest registration was 8 years at Skyoak Wealth Management, Inc. (2010–2019). Before joining SkyOak Capital in 2020, Jennifer Davis was registered through Skyoak Wealth and Resource Investment Architects, Inc.
- Skyoak Capital, Inc.Current– present · 6 yearsLas Vegas, NV · Adviser representative · Firm CRD 154248
- Skyoak Wealth– · 1 yearLas Vegas, NV · Adviser representative · Firm CRD 299564
- Resource Investment Architects, Inc.– · under a yearPetaluma, CA · Adviser representative · Firm CRD 111894
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearEugene, OR · Adviser representative · Firm CRD 7691
- Citigroup Global Markets Inc.– · 8 yearsMenlo Park, CA · Adviser representative · Firm CRD 7059
Professional designations
Listed by SkyOak Capital
- CFP®
Investment adviser representative registrations
Jennifer Davis is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from July 2020; the most recent is Texas, in April 2025.
- CaliforniaSince 7 July 2020
- NevadaSince 15 July 2020
- OregonSince 9 July 2020
- TexasResidentSince 8 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 May 1994 |
| Series 7 | General Securities Representative Examination | 13 May 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jennifer Ann Davis
- CRD
- 2481766
- Firm
- SkyOak Capital · CRD 154248
- Role
- Chief Executive Officer, Chief Investment Officer
- Office
- 6671 LAS VEGAS BLVD S, SUITE 210, Las Vegas, NV 89119
- Registration
- Investment adviser registration
- In the industry since
- June 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- skyoak.com
Where does Jennifer Davis work?
Jennifer Davis has been Chief Executive Officer, Chief Investment Officer of Skyoak Capital, Inc. since February 2010, and is a control person of the firm.
Is Jennifer Davis a financial advisor?
Yes. Jennifer Davis has a current investment-adviser registration in California, Nevada, Oregon and Texas, through SkyOak Capital since July 2020.
How many years of experience does Jennifer Davis have?
Jennifer Davis has 32 years in the financial industry, since June 1994, across 5 adviser firms.
What exams has Jennifer Davis passed?
Jennifer Davis has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 1994. FINRA credited Jennifer Davis with the SIE, which began in October 2018.
Where did Jennifer Davis work before SkyOak Capital?
Before SkyOak Capital, Jennifer Davis was registered through Skyoak Wealth, February 2019 to July 2020; Skyoak Wealth Management, Inc., July 2010 to March 2019; Resource Investment Architects, Inc., February 2010 to February 2011; Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2008 to February 2010; Citigroup Global Markets Inc., February 2000 to June 2008.
Where is Jennifer Davis based?
Jennifer Davis’ registered office is in Las Vegas, NV.
Is Jennifer Davis registered with FINRA?
No. Jennifer Davis has no current broker registration.
Is Jennifer Davis a CFP?
SkyOak Capital lists Jennifer Davis with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jennifer Davis’ record?
Search CRD 2481766 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jennifer Davis’ full registration record.
