Jeffrey Davison is a registered investment advisor at Principal Asset Management, based in Frisco, TX, with 30 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,399 clients with $360B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Principal AM's fees are generally based on a percentage of the value of the assets they manage or a fixed fee. Fees can vary and may be negotiable depending on factors like the client's relationship with Principal AM, the number of accounts managed, the size of the account, and the services provided. Fees and allocations can be fixed, fixed plus performance-based, or performance-based only. Certain fixed fees are required to be paid up front.
Location
Frisco, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a limited partner in Inspirations Ventures LP, a passive investment in commercial property, and an access/supervised person of Principal Global Investors, LLC. He is also a board member of the Texas Neurofibromatosis Foundation, dedicating minimal time, and owns AKM Invest LLC to purchase raw land.
Employment History
Current Registrations
Principal Asset Management
Principal Funds Distributor, INC.
Principal Funds Distributor, INC.Broker
Previous Registrations
Delaware Distributors, L.P.Broker
Delaware Capital Management Advisers, INC
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Enterprise Fund Distributors, INC.Broker
A I M Distributors, INC.Broker
Olde Discount CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.