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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Clark Davison is an investment advisor representative with Principal Asset Management. Jeffrey has been in the securities industry since October 1, 1995. Jeffrey is registered in Texas and Oklahoma. Jeffrey is also registered as an investment advisor representative in Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Charge on a cost allocation basis to principal life
1
2
TX
12/20/2021 - Present
Principal Asset Management (Frisco TX)
PA
01/05/2010 - 10/18/2011
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
PA
01/30/2007 - 12/31/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
GA
12/15/1998 - 01/17/2007
ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)
TX
01/22/1996 - 11/21/1998
A I M DISTRIBUTORS, INC. (HOUSTON TX)
MI
04/10/1995 - 09/07/1995
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 12/15/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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