John Davis has been Shareholder of Copper Leaf Financial since March 2015, is a control person of the firm and directly owns 75% or more of it. John Davis holds a Degree in Accounting from the University of Vermont.
Copper Leaf Financial, LLC is a Williston, VT firm with $220M under management, 155 clients and 4 advisers across 2 offices, as of its February 2026 filing.
John W. Davis is Founding Partner of Copper Leaf Financial. He has 35+ years of experience in the financial world, including public accounting and financial planning. He works with business owners on succession planning and focuses on working with clients to help achieve their short- and long-term financial goals.
John Davis’ longest registration was 11 years at Cambridge Investment Research Advisors, Inc. (2005–2017). Before joining Copper Leaf Financial in 2017, John Davis was registered through Cambridge Investment Research Advisors, Inc. and Cambridge Investment Reserarch, Inc.
- Copper Leaf Financial, LLCCurrent– present · 9 yearsWilliston, VT · Adviser representative · Firm CRD 285378
- Cambridge Investment Research Advisors, Inc.– · 11 yearsWilliston, VT · Adviser representative · Firm CRD 134139
- Cambridge Investment Reserarch, Inc.– · 1 yearWilliston, VT · Adviser representative · Firm CRD 39543
- Veravest Investment Advisors, Inc.– · 3 yearsBurlington, VT · Adviser representative · Firm CRD 105796
Professional designations
Listed by Copper Leaf Financial
- CFP®
Investment adviser representative registrations
John Davis is registered as an investment adviser representative in Vermont, since January 2017.
- VermontSince 6 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 May 2001 |
| Series 7 | General Securities Representative Examination | 20 December 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Wentling Davis
- CRD
- 4307361
- Firm
- Copper Leaf Financial · CRD 285378
- Role
- Shareholder
- Office
- 33 BLAIR PARK ROAD, SUITE 203, Williston, VT 05495
- Registration
- Investment adviser registration
- In the industry since
- July 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- copperleaffinancial.com
Where does John Davis work?
John Davis has been Shareholder of Copper Leaf Financial, LLC since March 2015, and is a control person of the firm.
Is John Davis a financial advisor?
Yes. John Davis has a current investment-adviser registration in Vermont, through Copper Leaf Financial since January 2017.
How many years of experience does John Davis have?
John Davis has 26 years in the financial industry, since July 2000, across 4 adviser firms.
What exams has John Davis passed?
John Davis has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2000. FINRA credited John Davis with the SIE, which began in October 2018.
Where did John Davis work before Copper Leaf Financial?
Before Copper Leaf Financial, John Davis was registered through Cambridge Investment Reserarch, Inc., November 2003 to March 2005; Veravest Investment Advisors, Inc., July 2000 to November 2003.
Where is John Davis based?
John Davis’ registered office is in Williston, VT.
Is John Davis registered with FINRA?
No. John Davis has no current broker registration.
Is John Davis a CFP?
Copper Leaf Financial lists John Davis with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify John Davis’ record?
Search CRD 4307361 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Davis’ full registration record.
