Unclaimed
Jared Patrick Davin is a financial advisor with over 12 years of experience in the financial industry. He is currently registered with Keybanc Capital Markets Inc. and has been with the firm since March 2014. Prior to joining Keybanc, Jared worked with Edgepoint Capital Advisors LLC and Lonbow Securities, LLC. Jared holds the Series 7, 63, 79, and 87 securities licenses and the SIE exam. Jared is licensed to conduct business in New York and Ohio.
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.
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.
1
2
OH
03/17/2014 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
OH
11/15/2010 - 03/17/2014
EDGEPOINT CAPITAL ADVISORS LLC (BEACHWOOD OH)
OH
12/23/2009 - 05/12/2010
LONGBOW SECURITIES, LLC (INDEPENDENCE OH)
BC
Issued 02/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/04/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jared Davin is the right advisor for you? Invested Better is here to help.