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Jason W. Davis
Director of Research - Equity at Strategic Wealth Management, Inc.
Jason W. Davis active positions
Companies | Position | Start | End |
---|---|---|---|
Strategic Wealth Management, Inc.
![]() Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Analyst-Equity | 31/12/2005 | - |
Director of Research - Equity | 31/12/2005 | - | |
Trading-Equity | 31/12/2005 | - |
Career history of Jason W. Davis
Former positions of Jason W. Davis
Companies | Position | Start | End |
---|---|---|---|
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 30/05/2006 | 30/05/2006 |
Training of Jason W. Davis
University of Washington | Masters Business Admin |
Seattle Pacific University | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Trading-Equity | 1 |
Sectoral
Consumer Services | 3 |
Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Strategic Wealth Management, Inc.
![]() Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Finance |
Merrill Lynch & Co., Inc. | Finance |
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