Jason Lane Davis

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 04/2018 → 01/2023
  Edward Jones
  St Louis, MO
• 11/2014 → 06/2018
  Fayetteville Police Department
  Fayetteville, GA
• 01/2023 → Present
  Raymond James Financial Services, Inc.
  Peachtree City, GA
• 01/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Peachtree City, GA
• 01/2023 → Present
  Reveille Wealth Management
  Peachtree City, GA

Previous Registrations

• 2018-08-06 → 2023-01-31
  Edward Jones
  Fayetteville, GA
  St Louis, MO
  Peachtree City, GA
  Fayetteville, GA
  Peachtree City, GA

Other Businesses

(1)Name of Business: Reveille Wealth Management Address: 525 Westpark Dr Ste 100, Peachtree City, GA, 30269-1575, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/27/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Affiliated independent practice operating under Reveille Wealth Management

Exams

• S66 Uniform Combined State Law Examination
  2018-08-02