Jayson A. Davidson
Professional summary
Jayson A Davidson, who also goes by Jayson Allen Davidson, Jayson A Davidson, is a registered financial advisor currently at MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC located in Portland, Oregon.
Jayson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jayson has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jayson A Davidson's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 25, 2009 - Present
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
Office #1: 9755 Sw Barnes Road, Suite 660, Portland, OR 97225December 5, 2002 - July 24, 2008
ARNERICH MASSENA, INC.
April 22, 2002 - January 21, 2005
AM&A SECURITIES, INC.
August 8, 1997 - April 3, 2002
MISSIONSQUARE INVESTMENT SERVICES
Primary Firm SEC Registration
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
CRD#: 149122 / SEC#: 801-69938
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/25/2009)
Exams
Current Firm
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
CRD#: 149122 / SEC#: 801-69938
Contact information
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 71 |
| AUM (Assets Under Management) | $ 8,870,425,168 |
Red Flags
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