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David Morton Davis

GAMBLE JONES INVESTMENT COUNSEL·PASADENA, California
Unclaimed Profile
301 E. COLORADO BOULEVARD, PASADENA, CA 91101CRD# 4361495Firm CRD# 107158
01

About

David Morton Davis is a registered financial advisor based in PASADENA, California, affiliated with GAMBLE JONES INVESTMENT COUNSEL. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GAMBLE JONES INVESTMENT COUNSEL
GAMBLE JONES INVESTMENT COUNSEL
AUM
$1.6B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at GAMBLE JONES INVESTMENT COUNSEL →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4361495
Firm CRD# 107158
1 disclosure on file
View on FINRA BrokerCheck →

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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. Contact their office in PASADENA, California for a consultation.
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, working with GAMBLE JONES INVESTMENT COUNSEL. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
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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Research
Advisor Fees in CaliforniaNational Fee Analysis
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