Level Four Advisory Services
35yrs
Top advisor by experience in Cypress
9yrs
Based in Cypress, Texas, Eric Davis is a fiduciary financial advisor with 9 years of industry experience. Eric joined Edward Jones in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 100 advisors with offices in Cypress, and one of 93 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office10523 FRY Rd Suite 200 Building C4, Cypress, TX 77433
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowEdward JonesCurrent firm
Contact Eric
Local office(281) 758-8017Ask for Eric. (314) 515-2000Main office · St. Louis, MO 10523 FRY Rd Suite 200 Building C4Cypress, TX 77433Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Eric
Tailored to Eric’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Eric
How do I contact Eric?
Call Eric’s local office at (281) 758-8017 or the Edward Jones main office at (314) 515-2000, and ask for Eric Davis.
How long has Eric been a financial advisor?
Eric has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Eric hold?
Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Redfish Capital
32yrs
Top 3% by experience in Cypress
Thrivent Investment Management
32yrs
Top 3% by experience in Cypress
Alpha Wealth Strategies
32yrs
Top 4% by experience in Cypress
Kestra Advisory Services
32yrs
Top 5% by experience in Cypress
Edward Jones
28yrs
Top 6% by experience in Cypress