JD
CFA
JD
CFA

Jayson Davidson

22 Years of Experience
Portland, OR

Jayson Davidson is a CFA-designated registered investment advisor at Morgan Stanley Institutional Investment Advisors LLC, based in Portland, OR, with 22 years of industry experience. Jayson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 71 clients with $8.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
26 advisors
IM Fee
Planning only
Assets Under Management
$8.9B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

9755 SW Barnes Road, Suite 660, Portland, OR, 97225

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan Stanley Institutional Investment Advisors LLC
February 2009 - Present · 17 yrs 3 mos
Previous Registrations
Arnerich Massena & Associates, INC
December 2002 - July 2008 · 5 yrs 7 mos
State Registrations1 state
OR
Advisor

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.

Exams
No exam information available for this advisor.
Jayson Davidson - Financial Advisor | TrueAdvisor