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Jackson Davey

Clearstead; Clearstead Advisory Solutions

Cleveland, OH

Philadelphia, PA

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Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-07-09
  • PA RA
    APPROVED
    Since 2026-07-09

Branch Locations

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

2929 Walnut Street, Philadelphia, PA 19104 • 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
Mycio Wealth Partners, Llc Philadelphia PA 06/2017 06/2026
Northwestern Mutual West Hartford DE 05/2016 12/2016
Villanova University Villanova PA 08/2013 05/2017
Clearstead Advisors Philadelphia PA 07/2026 Present
  • 06/2017 → 06/2026
    Mycio Wealth Partners, Llc
    Philadelphia, PA
  • 05/2016 → 12/2016
    Northwestern Mutual
    West Hartford, DE
  • 08/2013 → 05/2017
    Villanova University
    Villanova, PA
  • 07/2026 → Present
    Clearstead Advisors
    Philadelphia, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-18
  • S65 Uniform Investment Adviser Law Examination
    2017-10-18

View on SEC IAPD

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Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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