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Trey Davis

J.p. Morgan Securities LLC

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About Trey Davis

Trey Davis is a financial professional registered with J.p. Morgan Securities LLC. Trey is licensed in all 50 states and the District of Columbia. Trey is a well-rounded advisor with experience in the Investment Banking Registered Representative Examination, Securities Industry Essentials Examination, and Uniform Securities Agent State Law Examination. Trey has expertise in a wide range of financial areas including Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Pension Consulting and Financial Planning. Trey is committed to providing personalized financial advice to help clients achieve their goals.

Firm Information

Trey Davis is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Trey Davis’s Registration & Firm History

CA

08/28/2023 - Present

J.p. Morgan Securities LLC (Palo Alto CA)

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Licenses & Designations

BC

Issued 09/16/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/29/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trey Davis.
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