Jackson O'neill Davis
Investment adviser representative at Aldrich Wealth LP
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.6BFirm assets
Are you Jackson O'neill Davis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
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.
- Aldrich Wealth LPJun 2021 to now
- Aldrich WealthJul 2020 to May 2021
- Bizzy B Family FarmApr 2020 to Aug 2020
- Tualatin Island GreensOct 2019 to May 2020
- Chambers Bay Golf CourseMay 2018 to Aug 2020
- George Fox UniversitySep 2017 to May 2021
- Full-time StudentSep 2011 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OR).
Aldrich Wealth LP
Legal name: Aldrich Wealth, Limited Partnership
$7.6BAssets managed
782Clients
28Advisers
18 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
- 7510997
- Firm CRD
- 147200