Jake
Davidson
Davidson Kahn Capital Management, LLC
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About this Advisor
Jake Davidson is a financial advisor based in Sherman Oaks, California, working with Davidson Kahn Capital Management, LLC. Jake has previously held positions at J. R. Davidson And Co and Davidson Kahn Capital Management, LLC. Jake has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Jake is part of Davidson Kahn Capital Management, LLC, which operates out of Sherman Oaks, California. The firm has 3 employees and manages assets totaling $103.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Davidson Kahn Capital Management, LLC includes asset-based fees.
Certifications and Registrations
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Davidson Kahn Capital Management, LLC Brokerage Details
$103,261,600
3
347
$297,584
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jake Davidson Work History
Davidson Kahn Capital Management, LLC
J. R. Davidson And Co
Disclosures
Please visit the SEC profile of Jake Davidson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Davidson Kahn Capital Management, LLC
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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