Jack Robert Davies

Current Employers

M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2025-09-08

LA RA
APPROVED

Since 2025-09-08

Branch Locations

118 Piccadilly, London W1J 7NW • United Kingdom

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

Organization	City	State	From	To
M Holdings Securities, Inc.	Portland	OR	04/2025	Present
Vie International Financial Services	London		08/2019	Present
Macquarie Group Limited	Sydney		09/2017	05/2019
Student	Sydney		01/2016	12/2016
International Relocation	London		05/2019	08/2019
Gap Year	Sydney		01/2017	09/2017

04/2025 → Present

M Holdings Securities, Inc.

Portland, OR
08/2019 → Present

Vie International Financial Services

London
09/2017 → 05/2019

Macquarie Group Limited

Sydney
01/2016 → 12/2016

Student

Sydney
05/2019 → 08/2019

International Relocation

London
01/2017 → 09/2017

Gap Year

Sydney

Other Businesses

1) Vie International Financial Services Ltd; 118 Piccadilly London W1J 7NW United Kingdom; M Financial Group Member Firm Employee; Investment related; Private Client Advisor; Sales and soliciting business, operational and back-office work including management, placing trades and monitoring accounts, life insurance; 8/26/2019; 160 ho/mo; 60 ho/mo during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-09-05

S66 Uniform Combined State Law Examination

2025-09-05

Other Names

Jack Robert Davies

View on SEC IAPD