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MJ

Michael James Davidson

Investment Adviser Representative at WISDOM INDEX ADVISORS

Prosper, TXCRD #4547024Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
24 yrs
States Registered
2 states
Exams Passed
2

Professional summary

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

Michael James Davidson has worked in the securities industry since 2002. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Louisiana and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
LouisianaTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/8/2002
Series 7
General Securities Representative Examination
Passed 7/3/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.00%
Next $500,0000.90%
Next $500,0000.80%
Next $500,0000.70%
Next $3,000,0000.50%
$5,000,000 and Up—
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wisdom Index Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WISDOM INDEX ADVISORSCurrent
9/17/2004 – Prosper, TX
JEFFERSON PILOT SECURITIES CORP
7/9/2002 – 8/19/2004Dallas, TX
INDEPENDENT ADVISERS GROUP CORP
10/24/2002 – 7/18/2003Dallas, TX

Official records & sources

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

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. Michael James Davidson 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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Michael James Davidson - Financial Advisor in Prosper, TX | AdvisorFinder