Jansen Kelly Davidson
Investment adviser representative at Birchcreek Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$300.1MFirm 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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Birchcreek Wealth Management, LLCAug 2026 to now
- Soltis Investment Advisors, LLCJun 2026 to Aug 2026
- Artifex Financial GroupOct 2021 to Jun 2026
- UnemployedMay 2021 to Oct 2021
- Golf GalaxyAug 2020 to Oct 2020
- Golf GalaxySep 2019 to Mar 2020
- Ohio State UniversityAug 2017 to May 2021
- Oak Creek Swim ClubMay 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Birchcreek Wealth Management, LLC
$300.1MAssets managed
198Clients
5Advisers
7 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
- 7454804
- Firm CRD
- 304207