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Registered advisor
J•••• W• D••••
Feed of 09/16/2026
Also filed as Jason Walker Davis
At current firm
3 y
since Jul 6, 2023
In the industry
11 y
since May 1, 2015 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
17
current, as an IAR
Firms today
1
current registrations
Exams
S65, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- P••• A••••• S••••••••• L•• BD affiliated currentsince Jul 6, 2023 · Austin, Tx
- F•••• C•••••• A••••••• S••••••• BD affiliatedAug 26, 2020 to Oct 7, 2020 · Killeen, Tx
Moves
a registration end followed by a registration begin elsewhere
- F•••• C•••••• A••••••• S••••••• to P••• A••••• S••••••••• L••left Oct 7, 2020, registered Jul 6, 2023 (1002 days) · Affiliated broker-dealer or bank to another
Signals
- J•••• W• D•••• added a WA registration at P••• A••••• S••••••••• L••Sep 15, 2026 · New state registration · fact
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address