Unclaimed Profile

Jeffrey Parker Davis

LMCG INVESTMENTS, LLC·BOSTON, Massachusetts

Series 3Clean record17 years registeredLMCG INVESTMENTS, LLC

200 CLARENDON ST., BOSTON, MA 02116CRD# 2083043Firm CRD# 149936

Profile Verification

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

Identity

Jeffrey Parker Davis · BOSTON, MA

Registration

CRD #2083043 · LMCG INVESTMENTS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LMCG INVESTMENTS, LLC

LMCG INVESTMENTS, LLC

Jul 2009 – Mar 2020

BOSTON, MA

MUNDER LEE INVESTMENTS LTD

Aug 2008 – Aug 2009

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 3

Registration record

First registered · August 25, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LMCG INVESTMENTS, LLC

CRD 149936 · SEC 801-70357

AUM

$5.8B

Regulatory assets under management

Employees

2,119 client accounts

Services offered by LMCG INVESTMENTS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at LMCG INVESTMENTS, LLC →

Introduction

Speak with Jeffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffrey Parker Davis offer?

Jeffrey Parker Davis specializes in Investment Management, Retirement Planning, Wealth Management.

What are Jeffrey Parker Davis's credentials?

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

Where is Jeffrey Parker Davis located?

Jeffrey Parker Davis is based in BOSTON, Massachusetts, last registered with LMCG INVESTMENTS, LLC.

How does Jeffrey Parker Davis charge for services?

Jeffrey Parker Davis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LMCG INVESTMENTS, LLC?

LMCG INVESTMENTS, LLC has approximately 42 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →