Jesse Davidson
Jesse Davidson is a registered investment advisor at Russell Investments, based in Milwaukee, WI, with 24 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 67,276 clients with $62B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
833 E. Michigan Street, Suite 850, Milwaukee, WI, 53202
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business Activities
Jesse is a co-owner of Davidson Design, LLC since 2008, which is not investment related. He dedicates a few hours per week to the business, with no time spent during market trading hours.
Employment History
Current Registrations
Russell Investments
Russell Investments Financial Services, LLC
Russell Investments Financial Services, LLCBroker
Previous Registrations
Montage Securities, LLCBroker
Montage Investments, LLC
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Ivy Funds Distributor, INC.Broker
Waddell & Reed, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
AXA Advisors, LLCBroker
State Registrations6 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.