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Jake Ryan Davidson

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC·SHERMAN OAKS, California
Series 65Clean record8 years registeredDAVIDSON KAHN CAPITAL MANAGEMENT, LLC
14011 VENTURA BLVD,, SHERMAN OAKS, CA 91423CRD# 6857079Firm CRD# 290062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jake Ryan Davidson · SHERMAN OAKS, CA
Registration
CRD #6857079 · DAVIDSON KAHN CAPITAL MANAGEMENT, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Oct 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 5, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
CRD 290062 · SEC 801-129877
AUM
$103M
Regulatory assets under management
Employees
3
347 client accounts
Services offered by DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at DAVIDSON KAHN CAPITAL MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Jake Ryan Davidson offer?
Jake Ryan Davidson specializes in Investment Management, Fee-Only Advisory. Contact their office in SHERMAN OAKS, California for a consultation.
What are Jake Ryan Davidson's credentials?
Jake Ryan Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jake Ryan Davidson located?
Jake Ryan Davidson is based in SHERMAN OAKS, California, working with DAVIDSON KAHN CAPITAL MANAGEMENT, LLC. Their office serves clients in the SHERMAN OAKS metropolitan area and surrounding communities.
How does Jake Ryan Davidson charge for services?
Jake Ryan Davidson'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 DAVIDSON KAHN CAPITAL MANAGEMENT, LLC?
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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