About J.R. Davis & Associates

Our Commitment

Combining three decades of experience in financial and client services, J. R. Davis & Associates is with you all the way. At J.R. Davis & Associates we work directly with you as your trusted advisor and fiduciary.

Our Organization

In 1998 Jason R. Davis and P. Jeni Davis created Data & Admin Services, Inc. as the next logical step in their careers. After 20 years of successfully helping clients build and grow financially sound businesses, DASI found itself growing and offering more services to an ever diverse global client base.

In 2016 J.R. Davis & Associates (JRDA) became a division of Data & Admin Services, Inc. as Jason and Jeni continued working with their staff and clients building relationships through consistent collaborative work. “We believe that the stakeholders of a business understand what they need to do to run the business.  J.R. Davis & Associates is dedicated to guiding the key business stakeholders in the “how’s, why’s, and when’s” of the fiscal operations of the company. We believe that partnering with us will allow you, the management, to maximize the fiscal health of your business.”

Our Vision

J.R. Davis & Associates is an innovative organization that provides reliable and consistent financial-operations services which meet clients’ specific needs while fulfilling employees’ personal and professional needs through sustainable, conscious growth.

Our Mission

J.R. Davis & Associates facilitates financial operations for businesses and individuals through Strategic Financial solutions.

Our Team

Jason R. Davis

CEO

In 1988 Jason R. Davis,  a local Marin County businessman, started his finance career as a banker in San Rafael.  A decade later he formed the accounting, bookkeeping, and consulting firm, Data & Admin Services Inc. (now doing business as J.R. Davis & Associates) Jason and his staff manage more than 50 client relationships and oversee more than $200M in transactions annually.

P. Jeni Davis

Vice President

Jeni Davis is a San Francisco native. She founded J.R. Davis & Associates (formerly DASI), an accounting, bookkeeping, and consulting firm, with Jason in 1998.  Jeni started her career in computer network sales and evolved J.R. Davis & Associates to the meet the needs of its many diverse clients.  Her process driven mindset, efficiency solutions and client centric services, foster her ability to partner exceptionally well with our clients.

Amy E. Loux

Project Manager

Amy Loux joined J.R. Davis & Associates (formerly DASI) in 2000. She continues to be enthusiastic and dedicated to serving clients. Jason and Jeni found Amy’s strong liberal arts education to be the perfect complement to understanding the needs of J.R. Davis & Associates clients. In addition, her diverse professional experience includes providing services across many industries–professional, individuals and technical.

Danielle Hernandez

Accounting Manager

Danielle brings us established financial and managerial expertise garnered through her career in a variety of industries including Real Estate, construction, and foreign/domestic government.  Well versed in contracts and funding forms, Danielle is a wonderful addition to the J.R. Davis & Associates team.

Laurie Harrington

Accounting Associate

Laurie Harrington, a Marin County native, joined J.R. Davis & Associates in February 2013 as an accounting associate. Her diverse accounting background includes accounting manager for a leasing company and treasurer for a soccer distributing company.

Jennifer Lippay

Accounting Associate

Jennifer brings us established financial experience in a variety of industries including hospitality, construction, insurance and internet. As the financial manager for those entities, she gained fluency in financial analysis, financial statement preparation and audits, and human resource administration.

Meagan Biagini

Accounting Associate

As a new team member to J.R. Davis & Associates, Meagan brings us financial practice in a variety of industries including hospitality, construction, investment portfolios and insurance. Meagan graduated from Arizona State University with her Bachelor of Science in Human Resources and Account Management. She’s also a Notary Public and is happy to serve our clients’ notary needs. Well versed in financial analysis, financial statement preparation and audits, as well as human resource administration, Meagan is a great addition to our team.

Wesley Young

Business Analyst

Wesley Young joins J.R. Davis & Associates with over 15 years experience in financial services, including the wine industry and 2 years as a Financial Advisor.  Wesley graduated from Oregon State University with a Bachelor of Science in Psychology. Wesley is a California native who has lived in the Bay Area for over 25 years.

Consultants

Cody Baldwin

Business Analyst

Cody Baldwin graduated with a B.S. degree in Business Administration and an emphasis in Financial Management. After spending four years in beautiful San Luis Obispo, Cody returned to his native Marin County to further his knowledge of business operations and financial management. In 2016, Cody Baldwin joined J.R. Davis & Associates (formerly DASI) as a Business Analyst. When Cody is away from work, you can find him enjoying the outdoors of Marin County or surfing at various beaches throughout California.

Sterling Tate Inc.

Marketing & Communications

Sterling Tate Inc.  is a business strategy firm specializing in marketing and communications.  They provide J. R. Davis & Associates with website development and maintenance, marketing planning and implementation, communications, and general marketing and communications assistance where required.  In 2016 Sterling Tate took the lead in rebranding DASI to J.R. Davis & Associates.

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