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Jesse Fox

Investment Adviser Representative at D.a. Davidson & Co.

Plano, TXCRD #7401610Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jesse Fox is an investment adviser representative with D.a. Davidson & Co. in Plano, TX, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Northwestern Mutual Investment Services, LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.

Office

5601 Granite Parkway, Suite 560
Plano, TX 75024

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
34 states and territories

Arizona, California, Colorado, Delaware, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/21/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 3/31/2023
Series 7
General Securities Representative Examination
Passed 9/30/2024
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/18/2022
SIE
Securities Industry Essentials Examination
Passed 8/4/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

D.a. Davidson & Co.Current
1/22/2025 – Plano, TX
J.p. Morgan Securities LLC
11/6/2023 – 6/5/2024Plano, TX
Northwestern Mutual Investment Services, LLC
11/18/2022 – 9/12/2023Dallas, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Proud Larrys
    Oct 2019 – May 2020Oxford, MS
  2. University of Mississippi
    Aug 2017 – May 2021University, MS
  3. Vector Marketing
    May 2017 – Sep 2019Largo, FL
  4. Northwestern Mutual Life Insurance Company
    Jun 2021 – Sep 2023Milwaukee, WI
  5. Jpmorgan Chase BANK, N.A.
    Sep 2023 – May 2024Charleston, SC
  6. J.p. Morgan Securities LLC
    Sep 2023 – May 2024Charleston, SC
  7. Outland Boat Tours
    Jun 2019 – Sep 2019Indian Rocks Beach, FL
  8. The Graduate Oxford
    Sep 2019 – Oct 2019Oxford, MS
  9. Unemployed
    Aug 2016 – Apr 2017Seminole, FL
  10. D. A. Davidson & Co.
    Jun 2024 – no end date reportedPlano, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About D.a. Davidson & Co.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
693
Offices listed on AdvisorFinder:
26
Main office:
Great Falls, MT
SEC file number:
801-45761

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jesse Fox 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jesse Fox (D.a. Davidson & Co.) - Fees & Credentials