About Jacob Davis

Jake is currently President of Oakmont Group. He is a graduate of Abilene Christian University. He began his career with AXA Advisors and spent three and a half years learning various parts of the insurance and financial planning business. In 2018, he joined Oakmont to help continue serving their clients for the next 30+ years. He is proficient in designing life insurance solutions that are rightfully aligned with his clients’ estate plans and business succession plans.

Jake resides in Houston with his wife Bailey and their son. In his spare time, he enjoys traveling, snow skiing, fishing, and is an avid fan of the local Houston sports teams.

Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Oakmont Group and LSF are not affiliated. LSF does not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.

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