Jacob Davidson is a registered investment advisor, based in Hartsville, SC, with 5 years of industry experience.
Location
107 East Home Avenue, Hartsville, SC, 29550
Get directionsHistory
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 →Other Business Activities
Jacob operates under the DBA Define Wealth Financial Group for his LPL business since 2021.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
September 2025 - Present · 8 mos
Kestra Advisory Services, LLC
September 2025 - Present · 8 mos
Previous Registrations
LPL Financial LLCBroker
July 2021 - September 2025 · 4 yrs 2 mos
LPL Financial LLC
July 2021 - September 2025 · 4 yrs 2 mos
Waddell & Reed
April 2021 - July 2021 · 3 mos
Waddell & ReedBroker
February 2021 - July 2021 · 5 mos
State Registrations1 state
SC
AdvisorBrokerBoth
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.