JL Davis Financial

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for JL Davis Financial
Team photo for JL Davis Financial

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Advisors

Jeremy Davis

CFP®, CRPS, ChFC®, APMA

Private Wealth Advisor

Managing Director
Visit Jeremy Davis's website

Lee Davis

LUTCF®, APMA, CRPC, CLU®, ChFC®

Private Wealth Advisor

Managing Director
Visit Lee Davis's website

James J O'Brien

CFP®

Financial Advisor

Managing Director
Visit James J O'Brien's website

Elizabeth Barefoot

APMA

Financial Advisor

Visit Elizabeth Barefoot's website


Team

Cheryl Lee

Cheryl Lee

Client Service Associate,

Client Service Specialist

Roles & Responsibilities

  • Assistant to Lee Davis
  • In 2014, Cheryl had the opportunity to join Ameriprise to hone her familiar administrative expertise and now provides outstanding support for the JL Davis Financial team.
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Tamika Pulling

Tamika Pulling

Client Service Associate,

Client Service Specialist

Roles & Responsibilities

  • Assistant to Jim O'Brien
  • Tamika moved to Ameriprise in 2016 from Met Life and joined the JL Davis team in 2021 providing superior support for Jim and the JL Davis Financial team.
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Brijie McKinney

Brijie McKinney

Client Service Associate,

Marketing Specialist

Roles & Responsibilities

  • After a successful business career with a major Denver TV station and a stint as a full-time mom, Brijie began assisting our great clients in 2014 and handles all the scheduling needs.
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Martin Thomas

Martin Thomas

Client Service Associate,

Operations Specialist

Roles & Responsibilities

  • Martin joined the JL Davis Financial team in April 2022 providing excellent support including financial planning input and meeting preparation just to name a few.
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Yves Dunnebeil

Yves Dunnebeil

Registered Client Service Associate

Roles & Responsibilities

  • Assistant to Jeremy Davis
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