Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jed? Claim Your ProfileJed Wortman is a financial advisor with Davis Distributors, LLC. Jed joined Davis Distributors, LLC in 2019 and has been in the financial services industry since 2004. Jed holds Series 6, 7, 63, 66 and 26 licenses, and has passed the SIE exam. Jed is registered with the state of Arizona.
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.
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2
AZ
04/22/2021 - Present
Davis Distributors, LLC (TUCSON AZ)
AZ
11/05/2019 - 02/08/2021
DAVIS DISTRIBUTORS, LLC (TUCSON AZ)
AZ
02/26/2018 - 07/05/2019
TD AMERITRADE, INC. (TUCSON AZ)
AZ
06/19/2007 - 02/26/2018
SCOTTRADE, INC. (TUCSON AZ)
AZ
09/30/2006 - 06/04/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
AZ
06/03/2004 - 05/09/2005
DAVIS DISTRIBUTORS, LLC (TUCSON AZ)
BOTH
Issued 03/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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