Jeffrey Davidson is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Princeton, NJ, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
182 Nassau St, Ste 304, Princeton, NJ, 08542
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a 50% owner of Princeton Wealth Management Group LLC and subleases office space to them. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations37 states
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