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Jansen Kelly Davidson

Birchcreek Wealth Management, LLC

Miami Township, OH

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Current Employers
Birchcreek Wealth Management, Llc

2955 Exchange Place Blvd. Suite 103, Miami Township, OH 45342 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-14
  • OH RA
    APPROVED
    Since 2026-08-14

Branch Locations

2955 Exchange Place Blvd. Suite 103, Miami Township, OH 45342 • 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
Artifex Financial Group Dayton OH 10/2021 06/2026
Golf Galaxy Columbus OH 09/2019 03/2020
Golf Galaxy Columbus OH 08/2020 10/2020
Ohio State University Columbus OH 02/2020 05/2020
Ohio State University Columbus OH 08/2017 05/2021
Oak Creek Swim Club Kettering OH 05/2015 08/2018
Unemployed Kettering OH 05/2021 10/2021
Soltis Investment Advisors, Llc Mason OH 06/2026 08/2026
Birchcreek Wealth Management, Llc Miami Township OH 08/2026 Present
  • 10/2021 → 06/2026
    Artifex Financial Group
    Dayton, OH
  • 09/2019 → 03/2020
    Golf Galaxy
    Columbus, OH
  • 08/2020 → 10/2020
    Golf Galaxy
    Columbus, OH
  • 02/2020 → 05/2020
    Ohio State University
    Columbus, OH
  • 08/2017 → 05/2021
    Ohio State University
    Columbus, OH
  • 05/2015 → 08/2018
    Oak Creek Swim Club
    Kettering, OH
  • 05/2021 → 10/2021
    Unemployed
    Kettering, OH
  • 06/2026 → 08/2026
    Soltis Investment Advisors, Llc
    Mason, OH
  • 08/2026 → Present
    Birchcreek Wealth Management, Llc
    Miami Township, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-25
  • S65 Uniform Investment Adviser Law Examination
    2022-03-25
Designations
Other Names
  • Jansen Kelly Davisdon
  • Jansen Kelly Davisdon

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RIGHTWEALTH ADVISORS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MCKINLEY CARTER WEALTH SERVICES, INC.
PARALLEL ADVISORS, LLC
EUBEL BRADY & SUTTMAN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

DANIEL A JOHNSON
JOHN S PAYNE
KENJI DAVID WILLIAMS
AFETSI AIDAM
BARRY ALLEN LINDER
Terrence Joseph Oliss
Logan Dawes
AMY SUE EMRICK

Other Offices

CHARLES SCHWAB & CO., INC. · Miamisburg, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Miamisburg, OH
RIGHTWEALTH ADVISORS, LLC · MIAMISBURG, OH
AMERIPRISE FINANCIAL SERVICES, LLC · MIAMISBURG, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · MIAMISBURG, OH
RIGHTWEALTH ADVISORS, LLC · Dayton, OH
MCKINLEY CARTER WEALTH SERVICES, INC. · Miamisburg, OH
PARALLEL ADVISORS, LLC · Miamisburg, OH

More in Miami Township, OH

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