DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jesse Ryan Davidson
Feed of 09/14/2026
At current firm
14 y
since Jun 13, 2012
In the industry
24 y
since Sep 27, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Russell Investments asset manager currentsince Jun 13, 2012 · Milwaukee, Wi
- Montage Investments, LLC formerJan 11, 2011 to May 21, 2012 · Leawood, Ks
- Cetera Advisors LLC formerOct 20, 2008 to Dec 10, 2010 · Overland Park, Ks
- Cetera Advisors LLC formerApr 19, 2005 to Mar 10, 2008 · Overland Park, Ks
- Ameriprise Financial Services, LLC national BDMay 10, 2002 to Apr 8, 2005 · Overland Park, Ks
Moves
a registration end followed by a registration begin elsewhere
- Montage Investments, LLC to Russell Investmentsleft May 21, 2012, registered Jun 13, 2012 (23 days) · Other
- Cetera Advisors LLC to Montage Investments, LLCleft Dec 10, 2010, registered Jan 11, 2011 (32 days) · Other
- Ameriprise Financial Services, LLC to Cetera Advisors LLCleft Apr 8, 2005, registered Apr 19, 2005 (11 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address