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John Davis Email & Phone Number

Financial Advisor at Trek Wealth Solutions at Trek Wealth Solutions
Location: Little Rock Metropolitan Area, United States 5 work roles 2 schools
1 work email found @raymondjames.com 9 phones found area 501, 469, and 214 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 9 phones

Work email j****@raymondjames.com
Direct phone (501) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor at Trek Wealth Solutions
Location
Little Rock Metropolitan Area, United States

Who is John Davis? Overview

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Quick answer

John Davis is listed as Financial Advisor at Trek Wealth Solutions at Trek Wealth Solutions, based in Little Rock Metropolitan Area, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 501, 469, 214, and a matched LinkedIn profile for John Davis.

John Davis previously worked as Financial Advisor at Trek Wealth Solutions and Financial Advisor at Raymond James. John Davis holds Bachelor Of Science In Business Administration, Marketing from University Of Arkansas.

Company email context

Email format at Trek Wealth Solutions

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{first}.{last}@raymondjames.com
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AeroLeads found 1 current-domain work email signal for John Davis. Compare company email patterns before reaching out.

Profile bio

About John Davis

Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Listed skills include Customer Service, Microsoft Office, English, Phone Etiquette, and 17 others.

Current workplace

John Davis's current company

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Trek Wealth Solutions
Trek Wealth Solutions
Financial Advisor at Trek Wealth Solutions
AeroLeads page
5 roles

John Davis work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

I am a Financial Advisor offering independent wealth management. I am focused on providing clients with financial planning, investment management, and a trusted partnership to help my clients meet all of their financial and personal goals.Information presented is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. Consult with a professional advisor before implementing any of the options presented. Third party posts are for informational purposes only and are not intended to be a solicitation or substitute for individualized investment advice. Information provided is believed to be from reliable sources, but no liability is accepted for any inaccuracies. Information found on this site is for informational purposes only and is not intended to be a substitute for specific, individualized tax or legal advice. Always consult with an attorney or tax professional regarding your specific legal or tax situation. Past performance is no guarantee of future results. Advisory services offered through Sowell Management, a Registered Investment Advisor.

Jun 2023 - Present

Financial Advisor

St. Petersburg, Florida, Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm.Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Nov 2017 - Jun 2023

Solutions Coordinator

Fort Smith, Arkansas, Us

Managed strategic accounts over $5 million annual revenue. Quickly developed and cultivated trust with these very important customers. Made sure that customers service met the high standards that these large accounts expect to receive. Trained and led a team of two others in day to day management.

Jan 2016 - Jun 2017

Logistics Account Manager

Bear Transportation Services

Executed company strategy for acquiring new customer accounts. Generated leads and cold called prospective customers. Responsible for building relationships with customers that are secured. Grow business among existing customer base through day to day management. Constant multi-tasking making sure customer shipments are on time with no issues, margins are maintained, a pipeline of potential clients is in place, and seeking new business at all times. Complete autonomy in all business decisions. When to take on a new customer, when to let another account go, taking losses on shipments, etc.

Sep 2014 - Jan 2016

Logistics Coordinator

Bear Transportation Services

Responsible for building long term relationships with carriers to ensure freight coverage. Utilized these relationships to secure truck capacity in advance for better efficiency. Negotiated rates daily with carriers to obtain high margins. Built and maintained relationships with customers while accepting load tenders, getting rates approved, providing updates, and working through issues together. Significant time spent on the phone working with dispatchers , drivers, and customers.

Aug 2013 - Sep 2014
2 education records

John Davis education

Bachelor Of Science In Business Administration, Marketing

University Of Arkansas

Education record

Searcy High School
FAQ

Frequently asked questions about John Davis

Quick answers generated from the profile data available on this page.

What company does John Davis work for?

John Davis works for Trek Wealth Solutions.

What is John Davis's role at Trek Wealth Solutions?

John Davis is listed as Financial Advisor at Trek Wealth Solutions at Trek Wealth Solutions.

What is John Davis's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for John Davis at Trek Wealth Solutions.

What is John Davis's phone number?

AeroLeads has found 9 phone signal(s) with area code 501, 469, 214 for John Davis at Trek Wealth Solutions.

Where is John Davis based?

John Davis is based in Little Rock Metropolitan Area, United States while working with Trek Wealth Solutions.

What companies has John Davis worked for?

John Davis has worked for Trek Wealth Solutions, Raymond James, Arcbest, and Bear Transportation Services.

How can I contact John Davis?

You can use AeroLeads to view verified contact signals for John Davis at Trek Wealth Solutions, including work email, phone, and LinkedIn data when available.

What schools did John Davis attend?

John Davis holds Bachelor Of Science In Business Administration, Marketing from University Of Arkansas.

What skills is John Davis known for?

John Davis is listed with skills including Customer Service, Microsoft Office, English, Phone Etiquette, Microsoft Word, Sales, Negotiation, and Leadership.

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