JD
Jeffrey W. Davidson
VICTORY FINANCIAL
Austin, TX 78730
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CRD#: 4585780
JD
Professional summary
Jeffrey Wayne Davidson was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
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.
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.
1. Davidson Insurance Agency 2. Not investment related 3. 2908 Warren Circle, Irving, TX 75062 4. Property and casualty insurance 5. I have no role, but I am the son of the owner 6. P&C insurance license in 1997 7. 0 hrs/mo 8. 0 hrs during trading 9. My Father Larry Davidson owns this property and casualty insurance agency. I have an active license but am not part of the business. I will likely inherit this business some day so I keep my license active 10. Receive no compensation 3) 1. CG Consolidated LLC 2. Not investment related 3. Office of employment 4. Camp Gladiator is a fitness company specializing in outdoor group fitness and virtual fitness. The company was founded by my wife in 2009 after she won the TV show American Gladiators. 5. Co-owner with wife 6. 9/2008 7. 40 hrs/mo 8. 20 hrs during trading 9. I oversee the strategic direction alongside my wife, interact with the board of directors, and help my wife provide direction to the executive leaders who run the day-to-day of the company. My wife Ally Davidson is founder and CEO. 4) 1.CG Victory 5201c3 2. Not investment related 3. Office of employment 4. CG Victory is a non profit Christian sports camp for kids that was founded in 2010 after my wife won the TV show American Gladiators. 5. Board Member with wife 6. 5/2010 7. 1hr/mo 8. 0 hrs during trading 9. My wife and I are on the board and participate in monthly board calls, providing strategic direction and vision to the executive director.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Wayne Davidson's 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®
NoneExperience
Current
March 7, 2023 - Present
VICTORY FINANCIAL
Office #1: 6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730RIA
CRD#: 324943
Austin, TX
Past
March 7, 2022 - March 7, 2023
PKS ADVISORY SERVICES, LLC
RIA
CRD#: 125648
ALBANY, NY
Past
February 7, 2022 - February 7, 2022
PKS ADVISORY SERVICES, LLC
RIA
CRD#: 125648
ALBANY, NY
Past
February 4, 2022 - March 7, 2023
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Austin, TX
Past
February 25, 2004 - January 31, 2022
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
AUSTIN, TX
Past
September 25, 2002 - January 31, 2022
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
AUSTIN, TX
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".
VF
VICTORY FINANCIAL
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | CRÈME WEALTH
CRD#: 324943 / SEC#: 801-127385
RIA
Registered Investment Advisory firm - (2/24/2023 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.Highlighted states indicate IAR registrations
IAR
Texas(3/7/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
VF
VICTORY FINANCIAL
CAPITALWISE | VIRIDIAN WEALTH MANAGEMENT | VICTORY FINANCIAL GROUP LLC | VICTORY FINANCIAL GROUP AND INSURANCE SERVICES | VICTORY FINANCIAL | TRUSTLOVE CAPITAL LLC | STEADFAST WEALTH PLANNING | STANSELL WEALTH | L5 WEALTH PLANNING | KILMER FINANCIAL | CRÈME WEALTH
CRD#: 324943 / SEC#: 801-127385
RIA
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Contact information
Main Address
6500 River Place Blvd. Bldg. 1, Ste. 203, Austin, TX 78730
Mailing Address
Phone number
(512) 763-7671
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,210 |
| AUM (Assets Under Management) | $ 687,641,583 |
Red Flags
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