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JD

Jacob M. Davidson

KESTRA ADVISORY SERVICES
Hartsville, SC 29550
Some features on this profile are disabled
CRD#: 7305964
JD

Professional summary

Jacob Michael Davidson is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Hartsville, South Carolina and KESTRA INVESTMENT SERVICES, LLC located in Hartsville, South Carolina.

Jacob is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Jacob has worked at 4 firms and has passed the Series 66, SIE and Series 7TO exams.

top-8-questions

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.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/24/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DEFINE WEALTH FINANCIAL GROUP POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/27/2021 ADDRESS: 146 Cargill Way, Suite A, Hartsville SC 29550, United States DESCRIPTION: I meet with clients to review accounts, discuss market outlook, and to go over financial goals. I handle most of our service work generated from inbound phone calls. I handle a lot of the service work generated from Michael Milbee's meetings with clients and all of the service work generated from my own meetings. I complete almost all of our annuity and life insurance paperwork.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Michael Davidson's CRS (Customer Relationship Summary).
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®
None

Experience

Current

September 24, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 146 Cargill Way Suite A, Hartsville, SC 29550
RIA
CRD#: 283330
Hartsville, SC
Current

September 24, 2025 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 146 Cargill Way Suite A, Hartsville, SC 29550
BD
CRD#: 42046
Hartsville, SC
Past

July 21, 2021 - September 25, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
HARTSVILLE, SC
Past

July 21, 2021 - September 25, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
HARTSVILLE, SC
Past

April 16, 2021 - July 21, 2021

WADDELL & REED

RIA
CRD#: 866
HARTSVILLE, SC
Past

February 4, 2021 - July 21, 2021

WADDELL & REED

BD
CRD#: 866
HARTSVILLE, SC

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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA
Registered Investment Advisory firm - (12/31/1998 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
South Carolina
(9/24/2025)
IAR
South Carolina
(9/24/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/16/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/4/2021
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/5/2021
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA
Registered Investment Advisory firm - (12/31/1998 Approved)
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Contact information

Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts155,482
AUM (Assets Under Management)$ 60,174,309,829

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/23/2024
Cover Page
Report
10/20/2023
Cover Page
Report
12/21/2022
Cover Page
Report

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

KESTRA ADVISORY SERVICES, LLC

CRD#: 283330Hartsville, SC 29550

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