Unclaimed Profile

David Morton Davis

GAMBLE JONES INVESTMENT COUNSEL·PASADENA, California

Clean record23 years registeredGAMBLE JONES INVESTMENT COUNSEL

301 E. COLORADO BOULEVARD, PASADENA, CA 91101CRD# 4361495Firm CRD# 107158

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Morton Davis · PASADENA, CA

Registration

CRD #4361495 · GAMBLE JONES INVESTMENT COUNSEL · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GAMBLE JONES INVESTMENT COUNSEL

GAMBLE JONES INVESTMENT COUNSEL

Nov 2002 – Jan 2020

PASADENA, CA

Registrations & Exams

Registration record

First registered · November 8, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GAMBLE JONES INVESTMENT COUNSEL

CRD 107158 · SEC 801-36855

AUM

$1.6B

Regulatory assets under management

Employees

1,197 client accounts

Services offered by GAMBLE JONES INVESTMENT COUNSEL

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GAMBLE JONES INVESTMENT COUNSEL →

Introduction

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Frequently Asked Questions

What services does David Morton Davis offer?

David Morton Davis specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are David Morton Davis's credentials?

David Morton Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Morton Davis located?

David Morton Davis is based in PASADENA, California, last registered with GAMBLE JONES INVESTMENT COUNSEL.

How does David Morton Davis charge for services?

David Morton Davis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GAMBLE JONES INVESTMENT COUNSEL?

GAMBLE JONES INVESTMENT COUNSEL has approximately 17 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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