Jake
Davidson

Davidson Kahn Capital Management, LLC

CRD#6857079
Investment Advisor
in Sherman Oaks, CA

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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

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

14011 Ventura Blvd, Suite 302
Sherman Oaks, CA 91423

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Davidson Kahn Capital Management, LLC Brokerage Details

Total Assets Under Management

$103,261,600

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

347

CA Average: 3,727
Average Account Size

$297,584

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jake Davidson Work History

2017 - Present (7 years)

Davidson Kahn Capital Management, LLC

2006 - Present (18 years)

J. R. Davidson And Co

Created with Highcharts 6.0.7

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

Drew Cohen
Sherman Oaks, CA
Alex Lanzkowsky
Sherman Oaks, CA
Jake Davidson
Sherman Oaks, CA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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