Jed G Wortman
Professional Summary
Jed G Wortman, who also goes by Jed Gareth Wortman, is a registered financial advisor currently at DAVIS DISTRIBUTORS, LLC located in Tucson, Arizona. Jed is registered as a RR (Registered Representative) and started their career in finance in 2004. Jed has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jed Gareth Wortman
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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.
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Years of Experience
22 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DAVIS DISTRIBUTORS, LLC | VENTURE ADVISERS, L.P. | VENTURE ADVISERS, INC. | SELECTED/VENTURE ADVISERS, L.P. | DAVIS SELECTED ADVISERS, L.P.
Contact Information
Main Address
3600 E. Hemisphere Loop, Tucson, AZ 85706Mailing Address
2949 East Elvira Road Suite 101, Tucson, AZ 85756Phone Number
(520) 434-3793Established
Delaware since 05/12/1997Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DAVIS SELECTED ADVISERS, L.P. | SHAREHOLDER | — |
| COHEN, LISA J | CHIEF LEGAL OFFICER AND SECRETARY | 6539159 |
| DAVIS SELECTED ADVISERS- NY, INC. | SHAREHOLDER | — |
| EICH, KENNETH CHARLES | CHIEF OPERATIONS OFFICER & PRESIDENT | 1945051 |
| MCLOUGHRY, MICHAELA | CHIEF COMPLIANCE OFFICER | 5005041 |
| TYC, GARY PAUL | CHIEF FINANCIAL OFFICER,VICE PRESIDENT, TREASURER & SECRETARY | 1113505 |
| WIESE, RUSSELL OTIS | CHIEF MARKETING OFFICER | 2590996 |
Disclosures
Regulatory Event
2Civil Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(4/27/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2004About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 2021About the Series 26 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jed G Wortman's CRS (Customer Relationship Summary).
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