About Jerry

Jerry J Davis CPA/PFS

 

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PROFESSIONAL QUALIFICATIONS

Jerry has a Bachelor of Science in Business Administration with a minor in Computer Science from Oregon State University.

Jerry is a licensed Certified Public Accountant and has met the requirements to earn the PERSONAL FINANCIAL SPECIALIST (PFS) credential. The PFS credential includes passing a comprehensive technical exam covering personal financial planning topics, demonstrating more than 1,400 hours of business experience during the past five years as well as completing lifelong learning and education activities. The PFS credential is granted exclusively to CPAs who are members in good standing of the American Institute of Certified Public Accountants (AICPA), which binds them to the AICPA Code of Professional Conduct.

Professionally Jerry is a member of the AICPA and the Oregon Society of Certified Public Accountants. Jerry is also a member of The Garrett Planning Network, Inc., an international organization of professional, fee-only financial advisors. Network members are dedicated to providing competent, independent, objective financial planning and advice to people from all walks of life on an hourly, as-needed basis.

  • Life is not about what you make;
    Life is about what you make of the gifts and talents you have.

    Jerry Davis
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