Jarrett Lafayette Davis Iv
Professional Summary
Jarrett Lafayette Davis IV, who also goes by Jarrett L Davis IV, Jarrett L Davis, Jarrett Lafayette Davis, was a registered financial advisor. Jarrett was a previously registered financial professional and started their career in finance 2005 - 2018. Jarrett had worked at 6 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jarrett L Davis Iv, Jarrett L Davis, Jarrett Lafayette Davis
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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
21 years in the financial services industry
Current & Past Employments
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Current Firm
LESESNE CAPITAL MANAGEMENT INC | OAKBRIDGE PARTNERS, LTD.
Contact Information
Main Address
3630 Peachtree Road Ne Suite 940, Atlanta, GA 30326Phone Number
(404) 231-3414# of Employees
10Regulatory Assets Under Management
Total Number of Accounts
1,930AUM (Assets Under Management)
$1,209,531,803Similar 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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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