Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Davidson is a financial advisor with Russell Investments. Jesse is licensed to provide financial advice in Washington and Wisconsin. Jesse has a background in financial services, having previously worked for a number of other firms. Jesse has worked in the financial services industry since 2002. The advisor's current registrations include the following: Registered Representative, Investment Adviser Representative.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
% of revenue/intracompany agrmts and % of assets/advsmt
1
2
WI
06/13/2012 - Present
Russell Investments (Milwaukee WI)
KS
06/02/2011 - 05/18/2012
MONTAGE SECURITIES, LLC (LEAWOOD KS)
KS
10/15/2008 - 12/10/2010
MULTI-FINANCIAL SECURITIES CORPORATION (OVERLAND PARK KS)
KS
03/18/2008 - 09/05/2008
IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)
KS
03/18/2008 - 09/05/2008
WADDELL & REED, INC. (OVERLAND PARK KS)
KS
04/19/2005 - 03/10/2008
MULTI-FINANCIAL SECURITIES CORPORATION (OVERLAND PARK KS)
MN
05/10/2002 - 04/08/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/10/2002 - 04/08/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/21/2001 - 04/26/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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