Jansen Kelly Davidson Jr.
Investment Adviser Representative at Soltis Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jansen Kelly Davidson Jr. is an investment adviser representative in Mason, OH, currently registered with Artifex Financial Group, LLC and Soltis Investment Advisors, LLC. They have worked in the securities industry since 2022. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Artifex Financial GroupOct 2021 – Jun 2026Dayton, OH
- Golf GalaxySep 2019 – Mar 2020Columbus, OH
- Golf GalaxyAug 2020 – Oct 2020Columbus, OH
- Ohio State UniversityFeb 2020 – May 2020Columbus, OH
- Ohio State UniversityAug 2017 – May 2021Columbus, OH
- Oak Creek Swim ClubMay 2015 – Aug 2018Kettering, OH
- UnemployedMay 2021 – Oct 2021Kettering, OH
- Soltis Investment Advisors, LLCJun 2026 – Aug 2026Mason, OH
- Birchcreek Wealth Management, LLCAug 2026 – no end date reportedMiami Township, OH
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Soltis Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Firm account minimum
- $750,000 (waivable)
- Up to $1,000,0001.25%
- $1,000,000 - $2,000,0001.15%
- $2,000,000 - $5,000,0000.90%
- $5,000,000 - $10,000,0000.80%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Individual wealth management, retirement planning, and institutional and retirement plan services, offered through a fee-only, fiduciary model using a proprietary investment analysis process.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 83
- Offices listed on AdvisorFinder:
- 8
- Main office:
- St. George, UT
- SEC file number:
- 801-71833
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 9, 2026
View full firm profileOther advisors at Soltis Investment Advisors, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jansen Kelly Davidson Jr. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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