Jesse R. Davidson

RUSSELL INVESTMENTS

WAUWATOSA, WI

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CRD#: 4439592

Professional summary

Jesse Ryan Davidson, AIF® is a registered financial advisor currently at RUSSELL INVESTMENTS located in Wauwatosa, Wisconsin and RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC located in Milwaukee, Wisconsin.

Jesse is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jesse has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

05/2008-PRESENT DAVIDSON DESIGN, LLC NOT INVESTMENT RELATED, CO-OWNER, 1-2 HRS/WEEK DEVOTED TO BUSINESS, ZERO HRS DURING MARKET TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Ryan Davidson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

June 13, 2012 - Present

RUSSELL INVESTMENTS

Office #2: 833 E. Michigan Street Suite 850, Milwaukee, WI 53202

RIA

CRD#: 105734

WAUWATOSA, WI

Current

June 7, 2012 - Present

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

Office #1: 833 E. Michigan Street Suite 850, Milwaukee, WI 53202

CRD#: 21771

Milwaukee, WI

Past

June 2, 2011 - May 18, 2012

MSEC, LLC

CRD#: 154327

LEAWOOD, KS

Past

January 11, 2011 - May 21, 2012

MONTAGE INVESTMENTS, LLC

RIA

CRD#: 152607

LEAWOOD, KS

Past

October 20, 2008 - December 10, 2010

CETERA ADVISORS LLC

RIA

CRD#: 10299

OVERLAND PARK, KS

Past

October 15, 2008 - December 10, 2010

CETERA ADVISORS LLC

CRD#: 10299

OVERLAND PARK, KS

Past

March 18, 2008 - September 5, 2008

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

March 18, 2008 - September 5, 2008

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

Past

April 19, 2005 - March 10, 2008

CETERA ADVISORS LLC

RIA

CRD#: 10299

OVERLAND PARK, KS

Past

April 19, 2005 - March 10, 2008

CETERA ADVISORS LLC

CRD#: 10299

OVERLAND PARK, KS

Past

May 10, 2002 - April 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

OVERLAND PARK, KS

Past

May 10, 2002 - April 8, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 10, 2002 - April 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

September 21, 2001 - April 26, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RUSSELL INVESTMENTS

FRANK RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENTS | RUSSELL INVESTMENT MANAGEMENT, LLC | RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENT GROUP

CRD#: 105734 / SEC#: 801-17141

RIA

Registered Investment Advisory firm - (5/21/1982 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(7/6/2018)

New Jersey
(12/6/2012)

New York
(3/9/2025)

Pennsylvania
(5/11/2018)

IAR

Washington
(6/15/2012)

Washington
(6/20/2012)

Wisconsin
(6/13/2012)

IAR

Wisconsin
(6/13/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/27/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/20/2001

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

RUSSELL INVESTMENTS

FRANK RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENTS | RUSSELL INVESTMENT MANAGEMENT, LLC | RUSSELL INVESTMENT MANAGEMENT COMPANY | RUSSELL INVESTMENT GROUP

CRD#: 105734 / SEC#: 801-17141

RIA

Registered Investment Advisory firm - (5/21/1982 Approved)

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Contact information

Main Address

1301 Second Avenue 18th Floor, Seattle, WA 98101

Mailing Address

Phone number

(206) 505-7877

Established

Firm type

Fiscal year end

# of Employees

589

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RUSSELL INVESTMENT MANAGEMENT, LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	69,312
AUM (Assets Under Management)	$ 62,376,876,918

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Jesse R. Davidson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Ryan Davidson's CRS (Customer Relationship Summary).

Certified licenses

Experience

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

MSEC, LLC

MONTAGE INVESTMENTS, LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

WADDELL & REED

IVY DISTRIBUTORS, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

RUSSELL INVESTMENTS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/27/2001

SIE

Date: 10/1/2018

Series 7

Date: 9/20/2001

FINRA

Current Firm

RUSSELL INVESTMENTS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RUSSELL INVESTMENTS

TRUST BUT VERIFY

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