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John Davis (CFP®, EA)

John Davis focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Fixed Fee (Subscription, Retainer, etc.)
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Expertise with Purpose: Your Tax-Forward Partner

I believe 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.

As one of the few advisors holding both the CERTIFIED FINANCIAL PLANNER™ and IRS Enrolled Agent (EA) designations, I bridge the gap between your investments and your tax return. My career began here in Springfield, and over the years, I’ve seen the immense value of integrated advice. Whether it is retirement income sourcing, investment management, or estate coordination, my goal is to simplify the complex so you can move forward with confidence.

Additional Information

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 (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. Currently, I serve as:

  • Treasurer for the Springfield Little Theatre Board, advocating for the arts in our city.
  • Volunteer Tax Preparer (VITA) through the Community Partnership of the Ozarks, helping local families navigate their filings.

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 passing that legacy to the next generation. I am also a lifelong sports fan—you can usually find me (and my boys) cheering on the St. Louis Cardinals or Oklahoma Sooners football.

NAPFA Start Date

February 25, 2026

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

321 E Sunshine St, Suite 170 Springfield, MO 65807 Phone: (417) 234-7475
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