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JD

Jackson A. Davy

DECHEQUE SECURITIES LLC
Salt Lake City, UT 84101
Some features on this profile are disabled
CRD#: 7801817
JD

Professional summary

Jackson Andrew Davy, who also goes by Jackson Davy, is a registered financial professional currently at DECHEQUE SECURITIES LLC located in Salt Lake City, Utah.

Jackson is registered as a RR (Registered Representative) and started their career in finance in 2023. Jackson has worked at 1 firm and has passed the Series 66, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jackson Davy

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) - BD

Click below to view Jackson Andrew Davy'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

November 6, 2023 - Present

DECHEQUE SECURITIES LLC

Office #1: 353 W Pierpont Ave, Salt Lake City, UT 84101
BD
CRD#: 311020
Salt Lake City, UT

State Registrations and Notice Filings

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

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
California
(1/3/2024)
RR
Connecticut
(1/3/2024)
RR
Delaware
(1/3/2024)
RR
Florida
(1/3/2024)
RR
New York
(1/3/2024)
RR
Texas
(1/3/2024)
RR
Utah
(12/21/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/17/2024
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/20/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/5/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/9/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

DS
DECHEQUE SECURITIES LLC
DECHEQUE SECURITIES LLC | VELVET MARKETS

CRD#: 311020 / SEC#: , 8-70602

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
353 W Pierpont Ave, Salt Lake City, UT 84101
Mailing Address
353 W Pierpont Ave, Salt Lake City, UT 84101
Phone number
(805) 432-0320
Established
Utah since 09/04/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (13 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
DECHEQUE INC.OWNER
DOLEZAL, PETER MARTINCHIEF COMPLIANCE OFFICER4119021
FELDMAN, RICHARD MARKFINOP2273453
TARTONI, JOSEPH BEREAUPRESIDENT/CEO4871500

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

DECHEQUE SECURITIES LLC

CRD#: 311020Salt Lake City, UT 84101

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