Jake Davis

Jake Davis Email and Phone Number

Partner and President @ Oakmont Group
Houston, TX, US
Jake Davis's Location
Houston, Texas, United States, United States
Jake Davis's Contact Details

Jake Davis personal email

n/a
About Jake Davis

I am President at Oakmont Group. I graduated Abilene Christian University in 2014. I began my career with AXA Advisors and spent four years learning various parts of the insurance business. In 2018, I joined Oakmont Group where I spend my time helping clients view their wealth differently. I am proficient in Estate and Wealth Transfer Planning as well as Enterprise Security Planning(TM).

Jake Davis's Current Company Details
Oakmont Group

Oakmont Group

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Partner and President
Houston, TX, US
Website:
Oakmontgroup.com
Employees:
8
Jake Davis Work Experience Details
  • Oakmont Group
    Partner And President
    Oakmont Group
    Houston, Tx, Us
    View
  • Oakmont Group
    President
    Oakmont Group Jan 2022 - Present
    Houston, Texas
    View
  • Oakmont Group
    Vice President
    Oakmont Group Jan 2018 - Jan 2022
    Houston, Texas
    Oakmont Group is an innovative Wealth Transfer and Enterprise Security Planning (TM) firm specializing in the unique design of personalized life insurance solutions that integrate with existing and proposed planning techniques. Our expertise comes from over 100 years of experience successfully helping our clients understand and implement sophisticated financial instruments.
    View
  • Axa Advisors, Llc
    Financial Professional
    Axa Advisors, Llc Sep 2014 - Dec 2017
    Houston, Texas Area
    View

Jake Davis Skills

Customer Service Leadership Sales Powerpoint Public Speaking Marketing Networking

Jake Davis Education Details

Frequently Asked Questions about Jake Davis

What company does Jake Davis work for?

Jake Davis works for Oakmont Group

What is Jake Davis's role at the current company?

Jake Davis's current role is Partner and President.

What is Jake Davis's email address?

Jake Davis's email address is ja****@****axa.com

What schools did Jake Davis attend?

Jake Davis attended Abilene Christian University, Fort Bend Christian Academy.

What are some of Jake Davis's interests?

Jake Davis has interest in Estate Planning, Skiing, See 1, Technology, Marketing, See Less, Music, Sports, Hunting, Life Insurance.

What skills is Jake Davis known for?

Jake Davis has skills like Customer Service, Leadership, Sales, Powerpoint, Public Speaking, Marketing, Networking.

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