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Jaime Davison

Advisor Image
Jaime Davison
Financial Advisor
.
RICP®
110 B N. Main Street, Suite C
Wauconda, IL 60084
Higher Education Planning
Women's Markets
Tax Efficient Planning
Young Families
Retirement Planning
Business Owners
About Jaime Davison
I've spent my career listening and providing solutions in different financial situations. For the last few years, I've put those skills to use helping individuals and their families. I love meeting people of all backgrounds and experiences, and listening to their stories - their dreams & needs. I help provide personalized advice and guidance at all stages of life. When we work together, I can help you:
  • Protect your loved ones from the impact of death, disability, or long term care needs
  • Build and protect wealth during your working years.
  • Access your money when you need it - especially at retirement.
  • Give to communities, causes and institutions you care about.
Education & Accomplishments
  • Valparaiso University, BS - Business Administration with Accounting & Sports Management, Class of 2000
  • FINRA Series 7 & 66
  • CPA (Inactive) - November 2000
  • Walther Lutheran High School, Class of 1996
Interests & Activities
Interests & Activities
  • Proud wife & mom of two active kids
  • Co-Vice President, Wauconda High School Fine Arts Booster Board
  • Volunteer at Wauconda High School theater and band events
  • Served as President of District 118 PTO
  • Served as President of Wauconda Grade School PTO
  • Served as Wauconda Youth Football Merchandise Chair
  • Served as Co-Sunday School Superintendent and Teacher, St. Matthew Lutheran Church, Hawthorn Woods
  • I love traveling the country with my family, especially visiting our beautiful National Parks
  • I enjoy live music and musical theater



Why Thrivent?
I am proud to be a Thrivent financial professional. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Bachelors of Business Administration/Management, Valparaiso University
  • Retirement Income Certified Professional®
  • Series 7 - General Securities Representative
My state licenses
  • Florida
  • Illinois
  • Indiana
  • Maine
  • Michigan
  • Missouri
  • North Carolina
  • South Carolina
  • Texas
  • Washington
  • Wisconsin

Insights

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Insight image
Resist relying on guesswork when understanding a school’s price. Instead, consider the full scope of a selection’s cost, including tuition, housing, meals, books, transportation and personal expenses. Then compare this number against your projected aid and savings to see the real gaps. If the process feels daunting, remember I here to help. Together, we can review your options and identify the schools that fit best with your unique situation. See thrivent.com/social for important disclosures.
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Many people are surprised to learn that Medicare and Medicaid don’t provide the extended care coverage they expect. That’s why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savings—it can also preserve your choices. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
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The Washington Update Thursday, November 5 at 11:30 a.m. Thursday, November 5 at 6:30 p.m. How does what's happening in Washington affect your bottom line? During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions. Chicagoland Registration Link: https://thrivent.zoom.us/webinar/register/2217891534428/WN_RnWsuozGRSqNnZ0CqCYZUg#/registration No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social.
Office location
Office Location
Wauconda Location
110 B N. Main Street, Suite C
Wauconda, IL 60084
Phone847-337-9156Hours

Weekdays by appointment.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations