Jason W. Davis
Director of Research - Equity at Strategic Wealth Management, Inc.
Network origin in Jason W. Davis first degree
Entity | Entity type | Industry | |
---|---|---|---|
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA.
148
| College/University | Other Consumer Services | 148 |
Merrill Lynch & Co., Inc.
87
| Extinct | Investment Managers | 87 |
Seattle Pacific University
9
| College/University | Other Consumer Services | 9 |
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.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jason W. Davis via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
CONSUMERS ENERGY COMPANY | Alternative Power Generation | Corporate Officer/Principal | |
MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal | |
Washington University in St. Louis | College/University | Undergraduate Degree Graduate Degree | |
BMO Harris Bank, NA (Investment Management)
BMO Harris Bank, NA (Investment Management) Investment ManagersFinance BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity Institutional Sales | |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Russell Investment Management LLC
Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Analyst-Equity | |
Washington Capital Management, Inc.
Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Equities | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Advanced Bionics Corp.
Advanced Bionics Corp. Medical SpecialtiesHealth Technology Advanced Bionics Corp. develops, manufactures, and markets bionic technologies for neurological conditions. Its neuromodulation technology includes neurostimulators, programmable drug pumps, and cochlear implants. The company was founded by Alfred Mann in 1993 and is headquartered in Sylmar, CA. | Medical Specialties | Corporate Officer/Principal | |
SUNTECH POWER HOLDINGS CO., LTD. (ADR) | Semiconductors | Director of Finance/CFO | |
Skilljar, Inc.
Skilljar, Inc. Packaged SoftwareTechnology Services Skilljar, Inc. provides online courses. It offers online training platform, salesforce integration, certifications engine, and data connector. The company was founded by Jason Stewart and Sandi Lin in 2013 and is headquartered in Seattle, WA. | Packaged Software | Director/Board Member | |
Clarion Partners LLC / Private Equity
Clarion Partners LLC / Private Equity Investment ManagersFinance Clarion Partners LLC / Private Equity is a Private Equity firm, a subsidiary of Clarion Partners LLC founded in 1982 by Steve J. Furnary and Frank L. Sullivan. Clarion Partners LLC / Private Equity is headquartered in New York. | Investment Managers | Private Equity Investor | |
Montlake Capital LLC
Montlake Capital LLC Investment ManagersFinance Montlake Capital LLC (Montlake Capital) is a private equity firm founded in 1999.. The firm is headquartered in Seattle, Washington. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
Emory & Co. LLC
Emory & Co. LLC Financial ConglomeratesFinance Emory & Co. LLC provides financial advisory services for M&A valuations and litigation support services. The private company is based in Milwaukee, WI. | Financial Conglomerates | Private Equity Investor | |
The University of Chicago | College/University | Graduate Degree Masters Business Admin Masters Business Admin Graduate Degree | |
Michigan Technological University | College/University | Undergraduate Degree | |
Seattle University | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Masters Business Admin | |
University of Wisconsin | College/University | Masters Business Admin | |
PT BINAKARYA JAYA ABADI TBK | Real Estate Development | Corporate Officer/Principal Corporate Secretary | |
University of California, Berkeley | College/University | Graduate Degree Doctorate Degree | |
East China University of Science & Technology | College/University | Undergraduate Degree Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree Graduate Degree | |
ETH Zürich Human Resources | College/University | Doctorate Degree | |
Trilogy Equity Partners LLC
Trilogy Equity Partners LLC Investment ManagersFinance Trilogy Equity Partners LLC (Trilogy Equity Partners) is a venture capital firm founded in 2005 by John Stanton. The firm is headquartered in Bellevue, Washington. | Investment Managers | Private Equity Investor | |
Boundless Immigration, Inc.
Boundless Immigration, Inc. Miscellaneous Commercial ServicesCommercial Services Boundless Immigration, Inc. develops software to help people navigate the immigration process. The firm provides tools, information and personalized support services. The company was founded by Doug Rand, Serdar Sutay, and Xiao Wang in 2017 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Private Equity Investor | |
Owlet Baby Care, Inc.
Owlet Baby Care, Inc. Medical SpecialtiesHealth Technology Owlet Baby Care, Inc. engages in the manufacture of baby health monitor devices. It offers the Owlet Smart Sock, a device that tracks a baby's oxygen and heart rate using pulse oximetry technology. The firm sends notifications to the Base Station and via Wi-Fi to a smartphone, if a baby's heart rate or oxygen fall outside a preset range. The company was founded by Jordan Monroe, Kurt Workman, Jacob Colvin, and Zack Bomsta in 2013 and is headquartered in Lehi, UT. | Medical Specialties | Director/Board Member | |
Red Tricycle, Inc.
Red Tricycle, Inc. Media ConglomeratesConsumer Services Red Tricycle, Inc. operates a digital media platform for moms and families which offers adventures and kids activities. The firm provides authoritative, localized content to its online community of mothers through a variety of communication devices: email, website, social media, and mobile. It offers email newsletter and delivers must-have recommendations for parents. The company was founded by Jacqueline R. Boland in 2006 and is headquartered in Sausalito, CA. | Media Conglomerates | Private Equity Investor | |
OWLET, INC. | Electronics/Appliances | Director/Board Member | |
Robert W. Baird & Co., Inc. (Private Banking)
Robert W. Baird & Co., Inc. (Private Banking) Investment ManagersFinance Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities. | Investment Managers | Corporate Officer/Principal | |
Generation Growth Capital, Inc.
Generation Growth Capital, Inc. Investment ManagersFinance Generation Growth Capital, Inc (Generation Growth Capital) is a private equity firm founded in 2007 by Cory L Nettles. The firm is headquartered in Milwaukee, Wisconsin. | Investment Managers | Private Equity Investor | |
The Dog & Cat Cancer Fund | Founder | ||
University of Arizona | College/University | Undergraduate Degree | |
Performance Pet Nutrition LLC
Performance Pet Nutrition LLC Food: Specialty/CandyConsumer Non-Durables Performance Pet Nutrition LLC manufactures dog and cat natural treats, chews, and healthcare products. Its products include mini bakes, hip action, power bones, super food organics and jerky naturals. Its products are marketed through a chain of independent pet stores. The company was founded by Patrick M. Meiering in 1995 and is headquartered in Durango, CO. | Food: Specialty/Candy | Sales & Marketing | |
United States Marine Corps | Sovereign | Corporate Officer/Principal | |
Carbitex, Inc.
Carbitex, Inc. Electrical ProductsProducer Manufacturing Carbitex, Inc. manufactures and distributes carbon fiber composites. Its trade marks include Carbitex CX6, AFX, and DFX. The company was founded in 2012 and is headquartered in Kennewick, WA. | Electrical Products | Director/Board Member | |
Code Fellows Holdings, Inc.
Code Fellows Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Code Fellows Holdings, Inc. develops software solutions for programming skills. It focuses by giving career education where students get hand-on experience by applying trainings and building applications specializes in full-stack JavaScript, Python, or ASP.NET development. The company was founded by Andy Sack, Ivan Storck, Brad Bouse, William Little and Brook Riggio in 2013 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | Founder | |
Washington University School of Medicine | College/University | Doctorate Degree | |
SKY SOLAR HOLDINGS, LTD. | Electric Utilities | Director of Finance/CFO | |
The Chinese Institute of Certified Public Accountants
The Chinese Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The Chinese Institute of Certified Public Accountants operates as an accounting organization. The private company is based in Beijing, China. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Shanghai University of Engineering Science | College/University | Undergraduate Degree | |
Boston Scientific Neuromodulation Corp.
Boston Scientific Neuromodulation Corp. Hospital/Nursing ManagementHealth Services Boston Scientific Neuromodulation Corp. offers implantable pain management devices for neuromodulation. The company is headquartered in Marlborough, MA. | Hospital/Nursing Management | Chief Tech/Sci/R&D Officer | |
Mainstay Medical Ltd.
Mainstay Medical Ltd. Medical SpecialtiesHealth Technology Mainstay Medical Ltd. operates as a medical device company which develops neuro-stimulation therapies for people with debilitating chronic low back pain. It develops ReActiv8, an active implantable medical device designed to treat people with chronic low back pain. The company was founded by Danny Sachs in 2008 and is headquartered in Dublin, Ireland. | Medical Specialties | Chief Tech/Sci/R&D Officer |
Statistics
International
United States | 38 |
China | 4 |
Cayman Islands | 2 |
Indonesia | 2 |
Switzerland | 2 |
Sectoral
Finance | 16 |
Consumer Services | 14 |
Health Technology | 4 |
Commercial Services | 4 |
Utilities | 3 |
Operational
Corporate Officer/Principal | 162 |
Undergraduate Degree | 98 |
Director/Board Member | 92 |
Graduate Degree | 35 |
Private Equity Investor | 34 |
Most connected contacts
Insiders | |
---|---|
Roscoe Moore | 37 |
Leonardo Hans Halim | 17 |
David Levine | 16 |
Victor Chynoweth | 15 |
Amy McCullough | 13 |
Jian Min Wang | 12 |
Linda B. Buck | 11 |
Zach Scheiner | 11 |
Gerald Derevyanny | 11 |
David L. Goldberg | 10 |
Andi Erdiana Taslim | 10 |
Sharon L. Nelson | 10 |
Rob Wiltbank | 10 |
David Bartelme | 9 |
Scott S. Thompson | 9 |
- Stock Market
- Insiders
- Jason W. Davis
- Company connections