Rebecca Jean Davis

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 02/2019 → 06/2023
  Raymond James And Associates, Inc.
  St Petersburg, FL
• 04/2017 → 02/2019
  Spectrum Planning Group
  Boca Raton, FL
• 03/2013 → 05/2017
  Publix Supermarkets
  Various, FL
• 10/2021 → 06/2023
  Raymond James Financial Services
  St Petersburg, FL
• 06/2023 → Present
  D.A. Davidson & Co.
  St. Petersburg, FL

Previous Registrations

• 2021-12-21 → 2023-06-28
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  St. Petersburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2021-12-18

Other Names

• Rebecca Davis