Lisa DavidsonCRD Number: 5144328
Current Firm: J.p. Morgan Securities LLC
Lisa Davidson (CRD# 5144328) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Chicago, IL and has over 16 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Highpoint Planning Partners
Amplify Investments LLC
|Jp Morgan Securities, LLC||Chicago, IL||Nov 2019 - Current||3|
|Jp Morgan Chase Bank, N.a.||Chicago, IL||Nov 2019 - Current||3|
|Mml Investors Services, LLC||Chicago, IL||Oct 2014 - Nov 2019||5|
|Mass Mutual||Chicago, IL||Aug 2014 - Nov 2019||5|
|Northwestern Mutual Investment Services, LLC||Schaumburg, IL||May 2006 - Aug 2014||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2006|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management229,725MILLIONS
Total Number of Accounts856,594ACCOUNTS
Average Account Value$268,184
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.