Jesse Davidson, financial advisor Milwaukee WI
83 score

Jesse Davidson

CRD Number: 4439592
Current Firm: Russell Investments

Jesse Davidson (CRD# 4439592) is an Investment Advisor Representative working at Russell Investments in Milwaukee, WI and has over 15 years of experience in the finance industry.

Similar Advisors
Justus Morgan, financial advisor Milwaukee WI
Justus Morgan
CRD# 4697511
Financial Service Group Inc.
Score
103
Similar Advisors
Scott Wellens, financial advisor Milwaukee WI
Scott W. Wellens
CRD# 5923727
Fortress Planning Group
Score
103
Similar Advisors
Michael Archimede, financial advisor Milwaukee WI
Michael Archimede
CRD# 5701306
Primerica Advisors
Score
100
Company Name Location Dates Years
Russell Financial Services Seattle, WA Jun 2012 - Current 4
Davidson Design, LLC Gardner, KS May 2008 - Current 8
Montage Investments, LLC Leawood, KS Dec 2010 - May 2012 1
Multi-financial Securities Corporation Denver, CO Oct 2008 - Dec 2010 2
Waddell & Reed, Inc. Overland Park, KS Mar 2008 - Sep 2008 < 1
Ivy Funds Ditributor Inc. Overland Park, KS Mar 2008 - Sep 2008 < 1
Multi-financial Securities Corporation Denver, CO Apr 2005 - Mar 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jesse R. Davidson
Phone Number: 206-505-7877
Registered State(s):
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    47,895
    MILLIONS
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $665,208,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jesse Davidson and other advisors.
BADGES
83

About Wealthminder

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.