Jason Davis is a CFP, ChFC-designated registered investment advisor, based in Houston, TX, with 24 years of industry experience.
Location
1400 Post Oak Blvd, Ste 650, Houston, TX, 77056
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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.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
January 2021 - Present · 5 yrs 4 mos
Truist Advisory Services, INC.
January 2021 - Present · 5 yrs 4 mos
Truist Investment Services, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Bb&t Securities, LLC
September 2018 - January 2021 · 2 yrs 4 mos
Bb&t Securities, LLCBroker
September 2018 - January 2021 · 2 yrs 4 mos
LPL Financial LLC
December 2014 - September 2018 · 3 yrs 9 mos
LPL Financial LLCBroker
December 2014 - September 2018 · 3 yrs 9 mos
Raymond James & Associates, INC.
October 2013 - November 2014 · 1 yr 1 mo
Raymond James & Associates, INC.Broker
October 2013 - November 2014 · 1 yr 1 mo
J.P. Morgan Securities LLC
January 2010 - May 2012 · 2 yrs 4 mos
J.P. Morgan Securities LLCBroker
November 2009 - November 2013 · 4 yrs
Bb&t Investment Services, INC.
October 2006 - October 2009 · 3 yrs
Bb&t Investment Services, INC.Broker
October 2006 - October 2009 · 3 yrs
Merrill Lynch Pierce Fenner & Smith INC.
January 2001 - September 2006 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - September 2006 · 5 yrs 8 mos
State Registrations13 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.