Meet John Davis: Your Advisor & Partner

  • Portrait of a man with dark hair, beard, glasses, wearing a blue suit, white shirt, and a plaid blue-gray tie, smiling against a plain gray background.

    The Professional Side

    I believe that financial planning is about more than just numbers on a spreadsheet; it is about building a foundation for the life you want to lead. I founded JKD Financial to provide a different kind of experience — one where expert tax strategy and holistic financial planning live under one roof.

  • Collage of three photos: A man with two babies, both wearing Oklahoma Sooners shirts, smiling; a man and woman wearing Oklahoma Sooners apparel at an outdoor sports event; a man holding a baby and a woman wearing a St. Louis Cardinals outfit at a stadium.

    Beyond the Office

    When I’m not in the office, my world revolves around my wife, Sydney, and our two sons, Boston and Baker. We are firm believers in the “lake life” tradition, spending our summers on the water and carrying that legacy to the next generation.

    I am also a lifelong sports fan. You can usually find me cheering on the St. Louis Cardinals or rooting for Oklahoma Sooners football. Whether I am at the stadium or watching from home with my boys, those games are a staple in the Davis household.

  • Logo of a Certified Financial Planner (CFP) with a black border and black text, and an IRS Enrolled Agent badge with a stylized eagle and laurel wreath, along with the text "Enrolled Agent".

    Expertise with Purpose

    I am one of the few advisors who hold both the Certified Financial Planner ™ (CFP®) and IRS Enrolled Agent (EA) designations. This dual expertise allows me to bridge the gap between your investments and your tax return, ensuring every piece of your financial life is working in harmony.

    My career began right here in Springfield, and over the years, I have seen the value of truly integrated advice. From investment management and retirement planning to insurance and estate coordination, my goal is to simplify the complex so you can move forward with confidence.

  • A happy family of four sitting on a black couch in a room with light-colored walls and potted plants, smiling at the camera.

    Rooted in Springfield

    Community isn’t just where I work; it’s who I am. I am a proud graduate of Drury University and Leadership Springfield’s Signature Class 42. In 2024, I was honored to be named a Trusted Advisor by the Springfield Business Journal.

    I believe in giving back to the community that has given so much to me. I currently serve as:

    - Treasurer for Springfield Little Theatre Board, advocating for the arts in our city.

    - Volunteer Tax Preparer for the VITA clinic through the Community Partnership of the Ozarks, helping local families navigate their tax filings.

Why I Started The Firm

Advice Built on Fairness and Transparency

When I started JKD Financial, I knew I wanted to do things differently. Most of the financial industry still relies on a model that charges a percentage of client’s investment assets. While that is the traditional way, I believe there is a more transparent path forward — one that is built on the value of advice, not just the size of an account.

The Flat-Fee Difference

At JKD Financial, we utilize a Flat-Fee Model. You pay a clear, fixed price based on the complexity of your financial life and the expertise required to manage it. I believe this is the fairest approach for everyone involved; it ensures you always know exactly what you are paying for, and it means as your hard-earned savings grow, that growth stays in your pocket.

Beyond a Fair Price: True Integration

Fairness is the foundation, but the value is in the execution. Most people spend their lives acting as the "middleman" between their investment advisor and their tax preparer. As both a CFP Professional and an Enrolled Agent, I provide a different experience: Integrated Wealth Management.

By handling your financial planning, investments, and tax preparation under one roof, I ensure that every part of your financial life is working in harmony. I am intentionally keeping JKD Financial small so that I can provide a level of responsiveness and deep, holistic planning that just isn't possible at larger firms.

I’m here to help you navigate your retirement with a plan that is honest, thoughtful, and built entirely around your success.