Laura Jane Davis
Investment adviser representative at Corient
21 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$165.3BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
21 years in the industry.
- CorientJul 2026 to now
- Mrwm Capital Management, LLCJul 2025 to Jul 2026
- Mrwm Advisors, LLC d/b/a Music Row Wealth ManagementOct 2022 to Jul 2026
- Robert W. Baird & Co. IncorporatedOct 2019 to Oct 2022
- Hilliard LyonsOct 2017 to Oct 2022
- First Tennessee BankJun 2017 to Sep 2017
- Northwestern Mutual Investment Services, LLCJun 2005 to May 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TN).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 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
- 4969489
- Firm CRD
- 319448