JD
Jake R. Davidson
DAVIDSON KAHN CAPITAL MANAGEMENT
Sherman Oaks, CA 91423
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CRD#: 6857079
JD
Professional summary
Jake Ryan Davidson is a registered financial advisor currently at DAVIDSON KAHN CAPITAL MANAGEMENT, LLC located in Sherman Oaks, California.
Jake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jake has worked at 1 firm and has passed the Series 65 exam.
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.
Jake Davidson is the President of J. R. Davidson and Co; this company provides the management services, compliance, human resources, bill paying, payroll and other miscellaneous business activities for the investment adviser Davidson Kahn Capital Management, LLC. Mr. Davidson is a member of SDHBC Investment Partners, LLC; Investing and tax filings for his family, 5 hours a week during trading hours and, the owner of SC Partners Holdings, LLC; medical facility management, 0 hours during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jake Ryan 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
October 5, 2017 - Present
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Office #1: 14011 Ventura Blvd, Suite 302, Sherman Oaks, CA 91423RIA
CRD#: 290062
Sherman Oaks, CA
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".
DK
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | RULE 2 INVESTMENTS, LLC
CRD#: 290062 / SEC#: 801-129877
RIA
Registered Investment Advisory firm - (4/11/2024 Approved)California
Registered Investment Advisory firm - (6/5/2024 Terminated)New York
Registered Investment Advisory firm - (11/22/2021 Terminated)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
California(10/5/2017)
IAR
Texas(9/25/2025)
Current Firm
DK
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC | RULE 2 INVESTMENTS, LLC
CRD#: 290062 / SEC#: 801-129877
RIA
Registered Investment Advisory firm - (4/11/2024 Approved)California
Registered Investment Advisory firm - (6/5/2024 Terminated)New York
Registered Investment Advisory firm - (11/22/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14011 Ventura Blvd, Suite 302, Sherman Oaks, CA 91423
Mailing Address
Phone number
(310) 928-8192
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 534 |
| AUM (Assets Under Management) | $ 215,177,209 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
