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Inactive

Jared Lee Donovan Davis

Auxano Advisors

Bellevue, WA

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Current Employers
Auxano Advisors

10900 Ne 4Th Street Suite 1950, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-14
WA RA APPROVED 2023-09-14
  • TX RA
    APPROVED
    Since 2023-09-14
  • WA RA
    APPROVED
    Since 2023-09-14

Branch Locations

10900 Ne 4Th Street Suite 1950, Bellevue, WA 98004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Bank Bellevue WA 07/2013 05/2020
Key Investment Services Bellevue WA 06/2014 05/2020
Auxano Advisors Bellevue WA 03/2022 Present
Auxano Advisors Bellevue WA 05/2020 03/2022
  • 07/2013 → 05/2020
    Key Bank
    Bellevue, WA
  • 06/2014 → 05/2020
    Key Investment Services
    Bellevue, WA
  • 03/2022 → Present
    Auxano Advisors
    Bellevue, WA
  • 05/2020 → 03/2022
    Auxano Advisors
    Bellevue, WA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-08-28
S65 Uniform Investment Adviser Law Examination 1996-11-15
  • S63 Uniform Securities Agent State Law Examination
    2014-08-28
  • S65 Uniform Investment Adviser Law Examination
    1996-11-15
Designations

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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