Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Shannon Davis is a registered representative with Columbia Management Investment Advisers, LLC. Jack is a Series 66, Series 7TO and SIE licensed professional. Jack has been working in the financial services industry since June 2023. Before joining Columbia Management, Jack worked at Graypoint LLC, the Town of Glenville, Union College and Sayville Public Schools. Jack specializes in providing asset liability management, credit analysis and asset allocation services to investment companies, pooled investment vehicles, corporations or other businesses, individuals other than high-net-worth, banking or thrift institutions, and pension and profit-sharing plans. Jack is registered in all 50 states and is also registered as an investment advisor representative in California and Massachusetts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
08/30/2023 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
BOTH
Issued 08/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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