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 | 2005-12-31 | - |
| Director of Research - Equity | 2005-12-31 | - | |
| Trading-Equity | 2005-12-31 | - |
Career history of Jason W. Davis
Former positions of Jason W. Davis
| Companies | Position | Start | End |
|---|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 2006-05-30 | 2006-05-30 |
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
| Finance | 3 |
| Consumer Services | 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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