Jeremy Davis, CFP®, CEPA®, CExP™, CHBC

Principal

Louisville

Client Advisory

Biography

Jeremy is a Principal in the Louisville office, where he serves as an advisor doing succession, business, and personal planning for small business owners and their employees. He also builds custom risk strategies for business owners and their employees that address risk management, employee retention, and qualified and nonqualified plans.

Prior to joining Cerity Partners, Jeremy served as a Financial Advisor at ARGI Financial Group. Before ARGI, he was a member of the U.S. Air Force stationed at Davis-Monthan Air Force Base in Tucson, Arizona. While in the military, he was an expanded duties dental technician and combat medic. After the military, Jeremy spent five years in the dental field in private practices.

In his free time, Jeremy enjoys making BBQ on his smoker, spending time with family and friends, and playing guitar.

Education

  • B.S. in Finance from the University of Louisville

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Exit Planner™
  • Volunteer with Special Olympics Kentucky, Ronald McDonald House, and Angel Tree (Salvation Army prison fellowship program)

Connect with Jeremy

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues