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JD
JD

Jeffrey Davidson

Victory Financial
24 Years of Experience
Austin, TX
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Davidson is a registered investment advisor at Victory Financial, based in Austin, TX, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,003 clients with $1.3B in assets under management.

Victory Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,003 clients
Average Client Portfolio
$445K average
Assets Under Management
$1.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.25% to 2.00% depending on portfolio size, composition, and services rendered. Third-party manager fees and platform fees may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX, 78730

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2024
Final
Employment Separation After Allegations
January 2022
View Full SEC ReportHow to Read Disclosures
Other 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
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Pks Advisory Services, LLC
March 2022 - March 2023 · 1 yr
Pks Advisory Services, LLC
February 2022 - February 2022 · 0 mos
Purshe Kaplan Sterling InvestmentsBroker
February 2022 - March 2023 · 1 yr 1 mo
Equitable Advisors, LLC
February 2004 - January 2022 · 17 yrs 11 mos
Equitable Advisors, LLCBroker
September 2002 - January 2022 · 19 yrs 4 mos
State Registrations1 state
TX
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.
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