Broker Check


Oakmont Group LLC

John  Davis

John Davis

Registered Principal and Managing Member

Mission Statement
As an independent adviser, I create unbiased, customized investment solutions to help build, protect, and transfer my clients' wealth. I am committed to helping individuals and families meet and exceed their life goals.


University of Tulsa- 1967
         Bachelor of Science, Accounting
         Minors in Economics & Finance

Corporate Work Experience
Pittsburgh Plate Glass (PPG Industries)
         Treasurer's Office Corporate Finance

Xerox Corporation
         New York City Branch Manager
         National Marketing Director

Investment Advisory Credentials and Experience
         Investment Advisor Representative - Series 66
         Registered Principal - Series 24
         Registered Representative - Series 7 

My team and I focus our work in the following areas:

  • Individual Investment Accounts
  • Define Benefit Plans
  • 401k Plans
  • ESOP Transactions
  • Business Development Corporations

Comprehensive Wealth Management:

Helping Clients:

  1. Create & Grow Wealth
  2. Protect & Preserve Wealth
  3. Plan the Distribution of Wealth during Life in the Most Tax-Advantaged Way
  4. Plan the Distribution of Wealth at Death in the Most Tax-Advantaged Way