Susan Davis (CRD# 5358635) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Jacksonville, OR and has over 16 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5798731
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Ashland, OR | Jun 2017 - Current | 6 |
| Comprehensive Asset Management And Servicing, Inc. | Wausau, WI | Jan 2017 - Jun 2017 | < 1 |
| Midwest Professional Planners, Ltd. | Wausau, WI | Jul 2016 - Jun 2017 | < 1 |
| Comprehensive Asset Management And Servicing, Inc. | Parsippany, NJ | Jul 2016 - Jan 2017 | < 1 |
| Unemployed | Milwaukee, WI | May 2014 - Jun 2016 | 2 |
| Ubs Financial Services Inc. | Milwaukee, WI | Aug 2007 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
| S63 | Uniform Securities State Law Examination | Feb 2017 |
- AZ
- CA
- OR
- TX
- WI
-
Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- 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
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