Jeffrey Davidson
Jeffrey Davidson is a registered investment advisor at Victory Financial, based in Austin, TX, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,937 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Victory Financial Group offers investment management and wealth management services for an annual fee based on the amount of your portfolio. This fee varies between 0.50% and 1.50%, depending on the size and composition of your portfolio, and the type and amount of services rendered. The investment advisor representatives determine the fee charged to the client, so clients can pay a higher fee than another representative would charge under similar circumstances. If a third-party independent manager is engaged for the management of your assets, this fee shall be inclusive of any third-party independent management fees. Clients for whom Victory manages held-away assets through their third-party platform shall be charged up to an additional 0.30% platform fee.
Location
6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX, 78730
Get directionsHistory
Regulatory History (2)
Regulatory
February 2024Employment Separation After Allegations
January 2022Other Business ActivitiesSells Insurance
Jeffrey has an active property and casualty insurance license but is not currently involved in his father's insurance agency, Davidson Insurance Agency, though he may inherit it in the future. He also co-owns CG Consolidated LLC, a fitness company, with his wife, spending about a quarter of his time overseeing strategic direction, and is a board member of CG Victory, a non-profit sports camp, dedicating minimal time.
Employment History
Current Registrations
Victory Financial
Previous Registrations
Pks Advisory Services, LLC
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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.