Jerry Davis
Rain or Shine Planning · Portland, Oregon
Jerry Davis is a fee-only financial advisor at Rain or Shine Planning in Portland, Oregon, who holds the PFS credential. Jerry charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee (1% a year on the first tier of assets managed).
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Facts
| Firm | Rain or Shine Planning |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $58.4M across 174 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in OR, WA · CRD 5697078 |
| Exams passed | Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.rainorshine.co |
How Jerry's firm compares
- Rain or Shine Planning's average account is about $336,000, from its Form ADV (assets managed divided by 174 accounts).
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Questions about Jerry
Is Jerry Davis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and Rain or Shine Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerry charge for financial advice?
Jerry charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Jerry charge?
According to Rain or Shine Planning's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Does Jerry work with clients virtually?
Yes. Rain or Shine Planning says on its website that it works with clients remotely.
Where is Jerry Davis based?
Jerry Davis is based in Portland, Oregon.
What credentials does Jerry Davis hold?
Jerry Davis holds the PFS credential.
Is Jerry Davis registered with the SEC?
Yes. Jerry Davis is registered as an investment adviser representative in OR and WA (CRD 5697078), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rain or Shine Planning manage?
Rain or Shine Planning reports $58.4M across 174 accounts in assets under management.
How do I contact Jerry Davis?
Through Jerry's website, www.rainorshine.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Rain or Shine Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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