Adam Davidson, financial advisor Pearland TX
93 score

Adam Davidson

CRD Number: 5495750
Current Firm: J.p. Morgan Securities LLC

Adam Davidson (CRD# 5495750) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pearland, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Houston, TX Oct 2012 - Current 4
Wamu Investments Houston, TX May 2008 - Current 8
Chase Investment Services Corp. Houston, TX May 2009 - Oct 2012 3
Unemployed Houston, TX Apr 2008 - May 2009 1
Countrywide Financial Houston, TX Jun 2005 - Apr 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Adam L. Davidson
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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