Jeffrey Wayne Davidson
Professional Summary
Jeffrey Wayne Davidson is a registered financial advisor currently at VICTORY FINANCIAL located in Austin, Texas. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jeffrey has worked at 4 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | VERITAS STRATEGIC WEALTH | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | DAHSE FINANCIAL GROUP | CRÈME WEALTH
Contact Information
Main Address
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730Phone Number
(512) 763-7671# of Employees
47SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,805AUM (Assets Under Management)
$1,337,530,512Similar Advisors
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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.
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Primary Firm SEC Registration
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | VERITAS STRATEGIC WEALTH | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | DAHSE FINANCIAL GROUP | CRÈME WEALTH
State Registrations and Notice Filings
(3/7/2023)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Wayne Davidson's CRS (Customer Relationship Summary).
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