Jared Lee donovan Davis
Investment adviser representative at Auxano Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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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.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Auxano AdvisorsMay 2020 to now
- Key Investment ServicesJun 2014 to May 2020
- Key BankJul 2013 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Auxano Advisors
Legal name: Auxano Advisors, LLC
$1.8BAssets managed
724Clients
8Advisers
19 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
- 2817466
- Firm CRD
- 145179