Jason W. Davis

Jason W. Davis

Director of Research - Equity at Strategic Wealth Management, Inc.

Finance
Consumer Services

Profile

Mr. Jason W.
Davis
is a Director of Research at Strategic Wealth Management, Inc. He joined Strategic Wealth Management in 2006.
He is also into Trading for Strategic Wealth Management, he facilitates firms investment research and due diligence, structures client portfolios, and leads our Capital Markets and Fund Manager Review Committees.
He takes an active role in training and support for Tribal investment and 401(k) committees.
Mr. Davis was previously with Merrill Lynch’s Private Banking and Investment Group where he led his team's efforts in offering investment assistance to Native American Governments.
In 1997, he co-founded a semiconductor representative firm and launched a separate consulting firm that provided outsourced design and manufacturing.
Mr. Davis received his BS in Electrical Engineering from Seattle Pacific University.
He earned an MBA in Technology Management from the University of Washington's Executive School of Business where he focused on Venture Finance and Economics.

Jason W. Davis active positions

CompaniesPositionStart
Director of Research - Equity 2005-12-31
All active positions of Jason W. Davis

Former positions of Jason W. Davis

CompaniesPositionEnd
Merrill Lynch & Co., Inc. Corporate Officer/Principal 2006-05-30
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Training of Jason W. Davis

University of Washington Masters Business Admin
Seattle Pacific University Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

99

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies2

Finance

Merrill Lynch & Co., Inc.

Finance

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