Jason J. Davis joined SPC Financial® in July 2011 as a Client Service Associate, working for the firm’s President and CEO, Edward G. Sella. As the liaison between the President and the firm’s clients, he facilitated client requests, as well as correspondence. Jason is currently the Director of Investments, supporting SPC’s team of financial advisors. As part of his duties he helps analyze investment data, monitors client portfolios and alerts both advisors and the firm’s president of any investment changes. Mr. Davis holds the Chartered Financial Analyst® and Certified Investment Management Analyst® certifications. He also maintains a Life and Health Insurance license.
Jason Davis
Vice President and Director of Investments
SPC Financial, Inc.
United States, Maryland, Rockville
About Me
Profile Information
Vice President and Director of Investments
SPC Financial, Inc.
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Rockville
Maryland
United States
Aug 31, 2025
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