Jacob Michael Davidson

Current Employers

Employment History

• 12/2020 → 07/2021
  Waddell & Reed Inc
  Hartsville, SC
• 12/2020 → 07/2021
  Michael Milbee
  Hartsville, SC
• 05/2019 → 08/2019
  Spectrum
  Charlotte, NC
• 06/2017 → 08/2017
  Kohls
  Florence, SC
• 05/2018 → 08/2018
  Penske Truck Leasing
  Florence, SC
• 10/2020 → 12/2020
  Waddell & Reed Inc
  Hartsville, SC
• 08/2016 → 05/2020
  Student
  Clemson, SC
• 05/2020 → 10/2020
  Unemployed
  Florence, SC
• 07/2021 → 09/2025
  Lpl Financial Llc
  Hartsville, SC
• 09/2025 → Present
  Kestra Advisory Services, Llc
  Hartsville, SC
• 09/2025 → Present
  Kestra Investment Services, Llc
  Hartsville, SC

Previous Registrations

• 2021-07-21 → 2025-09-25
  Lpl Financial Llc
  Greenville, SC
  Hartsville, SC
  Charleroi, PA
• 2021-04-16 → 2021-07-21
  Waddell & Reed
  Hartsville, SC
  Charleroi, PA

Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/24/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DEFINE WEALTH FINANCIAL GROUP POSITION: Wealth Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/27/2021 ADDRESS: 146 Cargill Way, Suite A, Hartsville SC 29550, United States DESCRIPTION: I meet with clients to review accounts, discuss market outlook, and to go over financial goals. I handle most of our service work generated from inbound phone calls. I handle a lot of the service work generated from Michael Milbee's meetings with clients and all of the service work generated from my own meetings. I complete almost all of our annuity and life insurance paperwork.

Exams

• S66 Uniform Combined State Law Examination
  2021-04-16