Unclaimed
Jamison Davis is an investment advisor representative with Fisher Investments. Jamison has been in the financial services industry since 2007. Jamison has licenses in Arizona, New York, and Texas. Jamison holds Series 6, 7, 63, and 65 licenses. Prior to working with Fisher Investments, Jamison was associated with other financial institutions. Jamison is a member of the Eastern Hills Bible Church.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Portfolio assessment
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.
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
TX
04/09/2024 - Present
Fisher Investments (PLANO TX)
NJ
03/20/2018 - 09/20/2021
SIMPLICITY FINANCIAL INVESTMENT SERVICES, INC. (SUMMIT NJ)
NY
06/26/2015 - 02/17/2017
LPL FINANCIAL LLC (MANLIUS NY)
NY
01/30/2015 - 06/30/2015
CETERA ADVISORS LLC (SCHENECTADY NY)
CO
01/02/2014 - 09/26/2014
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
02/22/2011 - 11/08/2013
THRIVENT INVESTMENT MANAGEMENT INC. (FAIRPORT NY)
MI
07/07/2008 - 02/23/2009
LPL FINANCIAL CORPORATION (ANN ARBOR MI)
MI
04/10/2007 - 06/24/2008
MML INVESTORS SERVICES, INC. (ANN ARBOR MI)
OH
08/12/2003 - 10/16/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IA
Issued 09/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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