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JD

Jesse R. Davidson

RUSSELL INVESTMENTS
WAUWATOSA, WI
Some features on this profile are disabled
CRD#: 4439592
JD

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.
The advisor shows no other business activity.

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
BD
CRD#: 21771
Milwaukee, WI
Past

June 2, 2011 - May 18, 2012

MSEC, LLC

BD
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

BD
CRD#: 10299
OVERLAND PARK, KS
Past

March 18, 2008 - September 5, 2008

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

March 18, 2008 - September 5, 2008

IVY DISTRIBUTORS, INC.

BD
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

BD
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

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

May 10, 2002 - April 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

September 21, 2001 - April 26, 2002

EQUITABLE ADVISORS, LLC

BD
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".
RI
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.
RR
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

RR
Delaware
(7/6/2018)
RR
New Jersey
(12/6/2012)
RR
New York
(3/9/2025)
RR
Pennsylvania
(5/11/2018)
IAR
Washington
(6/15/2012)
RR
Washington
(6/20/2012)
RR
Wisconsin
(6/13/2012)
IAR
Wisconsin
(6/13/2012)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/27/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/2001
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RI
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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts69,312
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.

Company Information

RUSSELL INVESTMENTS

CRD#: 105734Wauwatosa, WI

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