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Jake Ryan Davidson

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC·SHERMAN OAKS, California
Clean recordDAVIDSON 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jake Ryan Davidson is a registered financial advisor based in SHERMAN OAKS, California, affiliated with DAVIDSON KAHN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
AUM
$103M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at DAVIDSON KAHN CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6857079
Firm CRD# 290062
View on FINRA BrokerCheck →

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05

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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Research
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