Jennifer Davis, CFP®
Founder and CEO, SkyOak Capital
Las Vegas, Nevada, and San Francisco, California
Phone: (702) 902-0430
Email: [email protected]
Schedule a conversation
Jennifer Davis, CFP®, is the Founder and CEO of SkyOak Capital, Inc., an independent registered investment adviser she founded in San Francisco in 2010. With more than 35 years of experience in financial services, Jennifer has advised individuals, families and business owners through multiple market cycles and some of life’s most significant financial decisions. Before founding SkyOak Capital, she held senior wealth management roles with Smith Barney and Merrill Lynch in Menlo Park, California.
Based at SkyOak Capital’s Las Vegas headquarters, Jennifer also serves clients through the firm’s San Francisco office and works with clients across the United States and internationally. Her practice combines investment management with comprehensive financial, retirement, tax and estate planning, with particular experience helping clients navigate retirement, business and liquidity events, inheritances, divorce, the loss of a spouse and other significant financial transitions.
At a glance
Name | Jennifer A. Davis, CFP® |
| Title | Senior Wealth Advisor | Founder and Chief Executive Officer, SkyOak Capital, Inc. |
| Offices | Las Vegas (headquarters) and San Francisco | Serving Clients Nationwide & Internationally |
| Credential | CERTIFIED FINANCIAL PLANNER™ since November 1999 |
| Years in financial services | 35+ (since 1990) |
| Founded SkyOak Capital | 2010, Menlo Park |
| Education | B.S., Business Administration and Economics California State University, Sacramento, 1990 |
| CRD number | 2481766 |
| Phone | (702) 902-0430 |
| [email protected] | |
Experience
Jennifer spent 20 years with Smith Barney and Merrill Lynch before founding SkyOak Capital. Much of her career was spent on Sand Hill Road in Silicon Valley during the technology boom, advising executives, founders, employees and families navigating IPOs, concentrated stock positions and significant changes in wealth. She was also part of a select group of advisors trained to work with ultra-high-net-worth individuals and foundations.
In 2007, Jennifer was selected to participate in Barron’s Top Women Advisors Summit at The Breakers in Palm Beach, Florida, an event that brought together leading women financial advisors from across the country. Jennifer had wanted to build her own firm since her late twenties. In 2010, after two decades with large financial institutions, she left the traditional wirehouse model and founded SkyOak Capital as an independent registered investment adviser. Her goal was to build a firm where investment management and financial planning could be centered on each client’s individual needs, without the limitations of a large financial institution.
As Jennifer’s life and client base expanded beyond California, so did SkyOak. She established the firm’s presence in Southern Oregon and later moved its headquarters to Las Vegas in 2018, while maintaining offices in each market. Today, SkyOak Capital has offices in Las Vegas, the San Francisco Bay Area and Southern Oregon and serves clients across the United States and internationally.
Who Jennifer works with
Jennifer works with individuals, families and business owners who want an experienced advisor to help manage and coordinate the many pieces of their financial lives. Many of these relationships span years and include investment management, retirement and cash-flow planning, tax-aware strategies, estate and legacy planning, insurance planning and coordination with the client’s other professional advisors.
Jennifer also has extensive experience helping clients through major financial transitions. These may include the sale of a business or private investment, an IPO or other liquidity event, retirement, an inheritance, divorce or the loss of a spouse. During these periods, the first question is often not what to invest in, but what the change means for the client’s cash flow, taxes, estate plan and long-term financial security. Jennifer helps clients understand those moving pieces, evaluate their options and build
a coordinated plan for what comes next.
For families with more complex financial lives, Jennifer provides family office services focused on coordinating investment management, wealth preservation, tax and estate planning strategies, insurance and other financial matters across generations and professional relationships.
Jennifer works with clients across the United States and internationally, including individuals and families whose financial lives span multiple states or countries. She has particular experience helping clients think through the financial implications of relocation, multiple residences and significant life transitions, coordinating with tax and legal professionals when specialized advice is needed.
Credentials and licenses
Education
- California State University, Sacramento: Bachelor of Science, Business Administration and Economics, 1990
Certifications and examinations
- CERTIFIED FINANCIAL PLANNER™ (CFP®), November 1999
- Series 7, General Securities Representative, May 1994 (not held)
- Series 63, Uniform Securities Agent State Law, May 1994 (not held)
- Series 65, Uniform Investment Adviser Law, August 1996
- Licensed for life, disability, annuity, and long-term care insurance products in the following states: Nevada, Oregon, California, Montana, Colorado and North Carolina
Community
Giving back has long been important to Jennifer. She previously served on the board of the Southern Oregon Humane Society and on the investment committee of Ronald McDonald House at Stanford. Over the years, she has supported a variety of charitable causes, with a particular interest in animal welfare, families and organizations that strengthen their local communities.
Outside the office
Family is at the center of Jennifer’s life. She and her husband, Derek, have been married for more than 30 years and have two grown sons. Although Las Vegas is home, Jennifer and Derek enjoy traveling and spending time in Loreto, Mexico, a place that has become a second home to them.
Outside of work, Jennifer enjoys time with family and their dogs, traveling, hiking, golf and wine. She believes financial planning is ultimately about more than accumulating wealth—it is about having the freedom and confidence to enjoy the people, places and experiences that matter most.
Disclosures
Jennifer Davis is an Investment Adviser Representative and owner of SkyOak Capital, Inc., an SEC-registered investment adviser. She is also the owner of SkyOak Asset Protection Group, LLC, a Nevada insurance agency, and is licensed to offer insurance products in Nevada, Oregon, California, Montana, Colorado and North Carolina.
Insurance products are offered through SkyOak Asset Protection Group, LLC. When a client purchases an insurance product through the agency, SkyOak Asset Protection Group receives customary commissions and may receive other compensation from insurance companies. This compensation creates a potential conflict of interest, which is disclosed in SkyOak Capital’s regulatory filings. Clients are under no obligation to purchase insurance products through SkyOak Asset Protection Group.
Additional information about Jennifer’s professional background, outside business activities, compensation arrangements and disclosures is available in SkyOak Capital’s Form ADV Parts 2A and 2B and through the SEC’s Investment Adviser Public Disclosure (IAPD) website.
Contact Jennifer Davis, CFP®
SkyOak Capital, 6671 Las Vegas Blvd S, Suite 210, Las Vegas, NV 89119
Email: [email protected]
Phone: (702) 448-7474
Also meets clients at the San Francisco office, 50 California St, Suite 1500