Jeff Davis
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.
Jeff Davis, who also goes by Jeff Connell Davis, Jeff Davis, Jeff C Davis, was a registered financial professional .
Jeff is a previously registered financial professional and started their career in finance in 2015. Jeff had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 12, 2018 - April 20, 2021
PNC MANAGED ACCOUNT SOLUTIONS, INC.
October 11, 2018 - April 20, 2021
BBVA SECURITIES INC.
April 19, 2016 - March 22, 2017
J.P. MORGAN SECURITIES LLC
April 19, 2016 - March 22, 2017
J.P. MORGAN SECURITIES LLC
September 15, 2015 - December 24, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 10, 2015 - December 24, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PNC MANAGED ACCOUNT SOLUTIONS, INC.
CRD#: 110476 / SEC#: 801-56131
Contact information
Regulatory assets under management
| Total Number of Accounts | 768 |
| AUM (Assets Under Management) | $ 588,442,024 |
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.
