Jeffrey Clark Davison

Employer firm

Principal Asset Management CRD 109002

$428B regulatory AUM 137 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → Present
  Principal Funds Distributor, Inc.
  Des Moines, IA
• 12/2021 → Present
  Principal Asset Management
  Des Moines, IA

Previous Registrations

• 2010-01-05 → 2011-10-18
  Delaware Capital Management Advisers, Inc
  Philadelphia, PA
• 2007-09-20 → 2009-12-31
  Lincoln Financial Distributors, Inc.
  Plano, TX
  Newtown Square, PA
  Pittsford, NY

Other Businesses

1)Access/supervised person of Principal Global Investors, LLC, and will perform certain functions for Principal Global Investors and its affiliates. 2) Texas Neurofibromatosis Foundation, Board Member. Non-Profit, active board members meet six times per year and are expected to attend three or four activities per year. 320 Decker Drive Suite 100 Irving, Texas 75062. 20 hrs per year, 0 hrs per year during securities trading hours. Not Investment related -EFF 01/01/2020. 3) AKM Invest LLC- LLC set up to purchase raw land. Not investment related. 14067 Carly Lane Frisco, TX 75035. 0 hrs. per week, 0 hrs. during trading. Effective 10/01/2024.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-15
• S65 Uniform Investment Adviser Law Examination
  2007-07-25
• S63 Uniform Securities Agent State Law Examination
  1995-04-13

Other Names

• Jeff Davison