Cetera Investment Advisers
30yrs
Top advisor by experience in Cullman
1yr
Jared Davis
Financial advisor at Uptick Partners
Based in Cullman, Alabama, Jared Davis is a fiduciary financial advisor with 1 year of industry experience. Jared has been with Uptick Partners since 2025. Uptick Partners offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 29 advisors with offices in Cullman, and one of 26 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office101 2nd Avenue SW, Cullman, AL 35055
FirmUptick Partners
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$934,617
Advisors at the firm17
States licensed ?1 state
Services through Uptick Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing 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 65Uniform Investment Adviser Law Examination
Career
- Jun 2025 – nowUptick Partners, LLCCurrent firm
Questions to ask Jared
Tailored to Jared’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Jared
How do I contact Jared?
Call Uptick Partners at (936) 800-0800 and ask for Jared Davis. Jared works from the Cullman, AL office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Jared hold?
Series 65. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Uptick Partners reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jared 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.
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