Profil
Jason W.
Davis worked as the Director of Research at Strategic Wealth Management, Inc. from 2006 to 2022.
Prior to that, he was a Financial Advisor at Merrill Lynch & Co., Inc. from 2004 to 2006.
Mr. Davis completed his undergraduate degree at Seattle Pacific University in 1995 and obtained an MBA from the University of Washington in 2003.
Anciens postes connus de Jason W. Davis
| Sociétés | Poste | Fin |
|---|---|---|
Strategic Wealth Management, Inc.
 Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Directeur de la Recherche - Actions | 31/03/2022 |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 31/05/2006 |
Formation de Jason W. Davis
| University of Washington | Masters Business Admin |
| Seattle Pacific University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Strategic Wealth Management, Inc.
Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
