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JD

Jarrett L. Davis

Some features on this profile are disabled
CRD#: 4907191
JD

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jarrett Lafayette Davis IV, who also goes by Jarrett L Davis IV, Jarrett L Davis, Jarrett Lafayette Davis, was a registered financial professional .

Jarrett is a previously registered financial professional and started their career in finance in 2005. Jarrett had worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jarrett L Davis Iv | Jarrett L Davis | Jarrett Lafayette Davis

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

February 8, 2017 - October 8, 2018

OAKBRIDGE PARTNERS, LTD.

RIA
CRD#: 105829
SAPPHIRE, NC
Past

February 7, 2013 - October 7, 2015

ADVISORY SERVICES NETWORK

RIA
CRD#: 146051
ATLANTA, GA
Past

September 10, 2010 - September 12, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ATLANTA, GA
Past

September 9, 2010 - September 12, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ATLANTA, GA
Past

June 1, 2009 - August 17, 2010

MORGAN STANLEY

RIA
CRD#: 149777
ATLANTA, GA
Past

June 1, 2009 - August 17, 2010

MORGAN STANLEY

BD
CRD#: 149777
ATLANTA, GA
Past

October 16, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
ATLANTA, GA
Past

September 27, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
ATLANTA, GA
Past

March 29, 2005 - August 24, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ATLANTA, GA
Past

March 22, 2005 - August 24, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ATLANTA, GA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/28/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/21/2005
General Securities Representative Examination

Current Firm

OP
OAKBRIDGE PARTNERS, LTD.
LESESNE CAPITAL MANAGEMENT INC | OAKBRIDGE PARTNERS, LTD.

CRD#: 105829 / SEC#: 801-11563

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Contact information

Main Address
3630 Peachtree Road Ne Suite 940, Atlanta, GA 30326
Mailing Address
Phone number
(404) 231-3414
Established
Firm type
Fiscal year end
# of Employees
10

Documents

Latest Form ADV

Part 2 Brochures

OAKBRIDGE PARTNERS, LTD. BROCHURE (2/16/2022)

Regulatory assets under management

Total Number of Accounts1,930
AUM (Assets Under Management)$ 1,209,531,803

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

OAKBRIDGE PARTNERS, LTD.

CRD#: 105829

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