Career history of Jason W. Davis
Former positions of Jason W. Davis
Companies | Position | Start | End |
---|---|---|---|
Strategic Wealth Management, Inc.
Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Analyst-Equity | 2005-12-31 | 2022-03-30 |
Director of Research - Equity | 2005-12-31 | 2022-03-30 | |
Trading-Equity | 2005-12-31 | 2022-03-30 | |
Merrill Lynch & Co., Inc. | Corporate Officer/Principal | 2006-05-30 | 2006-05-30 |
Training of Jason W. Davis
University of Washington | Masters Business Admin |
Seattle Pacific University | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 1 |
Director of Research - Equity | 1 |
Trading-Equity | 1 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Strategic Wealth Management, Inc.
Strategic Wealth Management, Inc. Investment ManagersFinance Strategic Wealth Management, Inc. (SWM) is an investment advisory firm headquartered in Kirkland, Washington. The firm was founded in 1988 and became a subsidiary of Ulrich Investment Consultants in 2022. SWM provides investment advice to individual and institutional clients. | Finance |
Merrill Lynch & Co., Inc. | Finance |
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