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Jackson Davey

Mycio Wealth Partners, LLC

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About Jackson Davey

Jackson Davey is a registered Investment Advisor Representative associated with Mycio Wealth Partners, LLC in Philadelphia, PA. Jackson has been in the financial services industry since May 2016 and is currently registered with the state of Pennsylvania. Jackson Davey holds the Series 65 license and is qualified to provide advisory services in the areas of portfolio management for individuals, businesses, and pooled investment vehicles. Jackson Davey also provides financial planning, pension consulting, and selection of other advisers.

Firm Information

Jackson Davey is currently registered with Mycio Wealth Partners, LLC. Mycio Wealth Partners, LLC is an investment advisory firm based in Philadelphia, PA. The firm primarily manages portfolios for high net worth individuals, corporations, and charitable organizations. They offer a range of advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. As of their most recent filing, the firm manages approximately $12.97 billion in regulatory assets.
Mycio Wealth Partners, LLC

2929 WALNUT STREET, SUITE 1200

PHILADELPHIA, PA 19104-5172

$12.97B

Assets Under Management

21

Total Clients

32

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jackson Davey’s Registration & Firm History

PA

10/18/2017 - Present

Mycio Wealth Partners, LLC (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 10/18/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jackson Davey.
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