Jason Jeffrey Davis
Investment adviser representative at Alphacore Capital LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$13BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Alphacore Capital LLCNov 2025 to now
- Raymond James Financial Services, Inc.Jan 2012 to Sep 2024
- Spc Financial, Inc.Jul 2011 to Nov 2025
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MD).
Alphacore Capital LLC
$13BAssets managed
4,065Clients
67Advisers
10 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
- 5947799
- Firm CRD
- 174346