Jackson O'neill Davis

Current Employers

Aldrich Wealth Lp

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2022-03-25

OR RA
APPROVED

Since 2022-03-25

Branch Locations

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035 • 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

Organization	City	State	From	To
Aldrich Wealth	Lake Oswego	OR	06/2021	Present
Aldrich Wealth	Lake Oswego	OR	07/2020	05/2021
Bizzy B Family Farm	Wilsonville	OR	04/2020	08/2020
George Fox University	Newberg	OR	09/2017	05/2021
Tualatin Island Greens	Tualatin	OR	10/2019	05/2020
Chambers Bay Golf Course	University Place	WA	05/2019	08/2020
Chambers Bay Golf Course	University Place	WA	05/2018	08/2019
Full-Time Student	Olympia	WA	09/2011	06/2017

06/2021 → Present

Aldrich Wealth

Lake Oswego, OR
07/2020 → 05/2021

Aldrich Wealth

Lake Oswego, OR
04/2020 → 08/2020

Bizzy B Family Farm

Wilsonville, OR
09/2017 → 05/2021

George Fox University

Newberg, OR
10/2019 → 05/2020

Tualatin Island Greens

Tualatin, OR
05/2019 → 08/2020

Chambers Bay Golf Course

University Place, WA
05/2018 → 08/2019

Chambers Bay Golf Course

University Place, WA
09/2011 → 06/2017

Full-Time Student

Olympia, WA

Other Businesses

George Fox University; Not investment related; Newberg, Oregon; Adjunct Professor; Teaching a financial planning course; 1/14/2025; 8 hours/month; nonbusiness hours; Compensated.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-03-25

S65 Uniform Investment Adviser Law Examination

2022-03-25

Designations

View on SEC IAPD