Justin C. Davis, CFP®
Justin is a CFP®, father of three daughters, and talented musician.
Justin brings his many years of investment experience to provide a personalized, high-touch relationship with each client, built on a sincere desire to help his clients make the most out of life.
Justin C. Davis graduated Summa Cum Laude with a bachelor’s degree in Organizational Leadership from Texas A&M. Justin began his career in the financial services industry in 2007 with Fidelity Investments, where he helped clients with the management of their retirement assets. Justin then spent over eight years at TD Ameritrade as a Senior Financial Consultant, helping clients with financial planning and wealth management. Most recently, Justin served as a Private Client Advisor with JP Morgan Chase, where he helped high net worth clients with customized investment strategies and complex planning needs. Justin is also a CFP® (CERTIFIED FINANCIAL PLANNER™).
Justin met his wife Jasmin while attending Gateway Church in Southlake, TX. He has three amazing daughters that keep him on the go constantly. He enjoys volunteering at church, and teaching his girls how to play the guitar, ukulele, and piano. Music is important to his household!
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.