Jerry Davis, CPA, is a Tax Shareholder at LBMC based in Memphis. With decades of experience, Jerry serves high net worth individuals and families, business owners, and family offices with a focus on tax planning, investment management, and real estate strategy. His expertise also spans audits, development-stage operations, and compliance for SEC- and PCAOB-regulated entities.
Known for his hands-on approach and deep industry knowledge, Jerry provides tailored solutions for clients with complex financial structures, including trust and estate taxation, real estate ventures, and multi-entity family offices.
He earned his B.B.A. in Accounting from the University of Memphis and is an active member of both the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants. As part of LBMC—one of the nation’s top 35 accounting firms—Jerry brings clients the insight and capabilities of a national leader with the personalized support of a local advisor.
Professional/Civic Affiliations
- Member, American Institute of Certified Public Accountants
- Member, Tennessee Society of Certified Public Accountants
Education
- B.B.A. in accounting from the University of Memphis