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Jayson A Davidson

Investment adviser representative at Fiduciary Consulting Group
18 yearsExperience
1 stateRegistered in
CFADesignation
$14.7BFirm 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 assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

18 years in the industry.

  1. Morgan Stanley Institutional Investment Advisors LLCSep 2021 to now
  2. Fiduciary Consulting GroupFeb 2009 to now
  3. HYAS Group, LLCAug 2008 to Sep 2021

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2002

State registrations

Registered as an investment adviser representative in 1 state (OR).

Fiduciary Consulting Group

Legal name: Morgan Stanley Institutional Investment Advisors LLC

$14.7BAssets managed
70Clients
26Advisers
17 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
2825116
Firm CRD
149122
Advisor's SEC record (opens in a new tab)
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