Jessica L Davis, CFP®
Financial Advisor at Peterson Row Advisory
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Serving Clients Nationwide
Financial Advisor at Peterson Row Advisory
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Jessica L Davis, CFP®
Jessica Davis CFP® is a financial planner and investment adviser based in Dayton, Ohio, serving clients across the country.At Peterson Row., she partners with her longtime mentor, Christine Tenbarge, CFP®, to help individuals and families make smart, confident financial decisions—especially around retirement, investing, and building wealth.
Jessica believes financial planning should be approachable and empowering—not intimidating. Her mission is to help clients gain clarity and confidence in the choices that shape their financial future. She's known for her thoughtful, down-to-earth style and her deep commitment to financial literacy and fiduciary care.
Outside of work, Jessica enjoys playing volleyball and spending time with her husband, Brandon, and their yellow lab, Mango.
She is also a registered representative with Westminster Financial Securities, Inc.,
Member FINRA/SIPC.
Education and Certifications:
• Wright State University – Bachelor of Science Accounting
• Boston University - Certificate, Financial Planning
• CFP® – CERTIFIED FINANCIAL PLANNER™
Licenses:
• General Securities Representative License, FINRA, Series 7
• Uniform Combined State Securities Law License, FINRA, Series 66
Jessica also maintains Life, Health and Variable Annuity Insurance Licensure.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
- The AGC
Primary Location
8534 Yankee Street Suite 1D Dayton, Ohio 45458
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Fee Based
- Flat Fee
- Offers Advice-Only Services
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call or in-person meeting. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Peterson Row Advisory
At Peterson Row Advisory, we believe financial planning should feel personal, thoughtful, and approachable. We work closely with individuals and families to help simplify complex financial decisions and provide ongoing guidance through life’s transitions, opportunities, and uncertainties.Our approach is centered around understanding what matters most to our clients. We develop tailored strategies designed to align investments, retirement planning, tax-aware opportunities, and long-term goals into a cohesive financial plan that evolves over time.
Many of our clients are preparing for retirement, transitioning into retirement, or navigating other meaningful life changes. We help bring clarity and organization to the financial side of those decisions while serving as a steady resource along the way.
As an independent advisory practice, we value transparency, communication, and long-term relationships built on trust. We strive to create an environment where clients feel comfortable asking questions, discussing concerns openly, and making informed decisions with confidence.
Peterson Row Advisory is a DBA of Westminster Financial Advisory. Advisory services are offered through Westminster Financial Advisory.
Education
Wright State University, Bachelor’s Degree, Accounting
Hobbies and Interests
- Family
- Golf
- Volleyball
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
- Young Families
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