Jackson
Davis
Aldrich Wealth Lp
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About this Advisor
Jackson Davis is a financial advisor operating in Lake Oswego, Oregon who has 1 year of industry experience. Davis is currently employed by Aldrich Wealth Lp. Their career trajectory has included roles at Aldrich Wealth, Bizzy B Family Farm, George Fox University, Tualatin Island Greens, Chambers Bay Golf Course and Full-Time Student. Davis holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Oregon. Aldrich Wealth Lp is a registered investment business based out of Lake Oswego, OR. The company has offices in three locations and a total of 38 people on staff. It administers $5 billion in assets under management between its 2,189 accounts, making it one of the largest firms in the nation by assets under management. Of its 2,189 customer accounts, 53% belong to high-net-worth investors who have more than $1 million in assets available to invest. Aldrich Wealth Lp has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules usually vary depending on which service is offered. Fee types billed by Aldrich Wealth Lp can include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aldrich Wealth Lp Brokerage Details
$4,563,375,940
38
2,189
$2,084,685
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jackson Davis Work History
Jackson has been registered as a financial advisor for 1 years.*
Aldrich Wealth
Aldrich Wealth
Bizzy B Family Farm
Tualatin Island Greens
Chambers Bay Golf Course
Chambers Bay Golf Course
George Fox University
Full-Time Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jackson Davis 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 Aldrich Wealth Lp
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
The content in this profile was updated by SmartAsset on 4/16/2023. 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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