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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

JEREMY JAMES DAVIS

Advisor at WELLS FARGO ADVISORS

MILL CREEK, WA | BAINBRIDGE ISLAND, WA | SEATTLE, WA

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Search this name across graphsid dfx:ria:62a6dd91-349e-2bab-3674-a8ead96d79b9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 16, 2010 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 3, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Aug 3, 2007
First registration: Jun 16, 2010
Dual registered: yes, broker-dealer
Other names: JEREMY J. DAVIS
IAPD individual key: 5347531

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Sep 23, 2019	n/a	yes	MILL CREEK, WA\|SEATTLE, WA\|SEATTLE, WA\|SEATTLE, WA\|SEATTLE, WA\|BAINBRIDGE ISLAND, WA	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Oct 13, 2017	Sep 27, 2019	no	Seattle, WA\|Seattle, WA\|SEATTLE, WA\|Burien, WA\|Seattle, WA\|Seattle, WA\|SEATTLE, WA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Oct 25, 2017	no	PHOENIX, AZ\|PHOENIX, AZ\|PHOENIX, AZ\|PHOENIX, AZ\|SEATTLE, WA\|KENMORE, WA\|LAKE FOREST PARK, WA\|SEATTLE, WA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jun 16, 2010	Oct 1, 2012	no	SCOTTSDALE, AZ\|CASA GRANDE, AZ\|TEMPE, AZ\|TEMPE, AZ\|PHOENIX, AZ\|CHANDLER, AZ\|PHOENIX, AZ\|CHANDLER, AZ\|TEMPE, AZ\|PHOENIX, AZ\|CASA GRANDE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U.S. BANCORP INVESTMENTS, INC.	WELLS FARGO ADVISORS	Sep 27, 2019	Sep 23, 2019	-4	Firm change	Ibd to wirehouse
J.P. MORGAN SECURITIES LLC	U.S. BANCORP INVESTMENTS, INC.	Oct 25, 2017	Oct 13, 2017	-12	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Sep 23, 2019 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 13, 2017 to Sep 27, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Oct 25, 2017factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jun 16, 2010 to Oct 1, 2012factForm ADV

Dated events

No dated event names this entity yet.