Jane Ann Davidson
Investment adviser representative at R.T. Jones Capital Equities Management Inc.
18 yearsExperience
1 stateRegistered in
$351.8MFirm assets
22 yearsFirm in business
Are you Jane Ann Davidson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- R.T. Jones Capital Equities Management, Inc.Apr 2009 to now
- Moloney Securities Co., Inc.Jan 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (MO).
R.T. Jones Capital Equities Management Inc.
$351.8MAssets managed
4,108Clients
5Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1620308
- Firm CRD
- 131804