Jake Davidson has been Managing Member & Chief Compliance Officer of Davidson Kahn Capital Management since July 2017, is a control person of the firm and directly owns 75% or more of it.
Davidson Kahn Capital Management, LLC is a Sherman Oaks, CA firm with $415M under management, 252 clients and 3 advisers across 2 offices, as of its September 2026 filing.
- – present · 9 yearsSherman Oaks, CA · Adviser representative · Firm CRD 290062
Investment adviser representative registrations
Jake Davidson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from October 2017; the most recent is Texas, in September 2025.
- CaliforniaSince 5 October 2017
- TexasResidentSince 25 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jake Ryan Davidson
- CRD
- 6857079
- Firm
- Davidson Kahn Capital Management · CRD 290062
- Role
- Managing Member & Chief Compliance Officer
- Office
- 14011 VENTURA BLVD,, SUITE 302, Sherman Oaks, CA 91423
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Jake Davidson work?
Jake Davidson has been Managing Member & Chief Compliance Officer of Davidson Kahn Capital Management, LLC since July 2017, and is a control person of the firm.
Is Jake Davidson a financial advisor?
Yes. Jake Davidson has a current investment-adviser registration in California and Texas, through Davidson Kahn Capital Management since October 2017.
How many years of experience does Jake Davidson have?
Jake Davidson has 9 years in the financial industry, since October 2017, across 1 adviser firm.
What exams has Jake Davidson passed?
Jake Davidson passed the Series 65 in August 2017.
Where is Jake Davidson based?
Jake Davidson’s registered office is in Sherman Oaks, CA.
Is Jake Davidson registered with FINRA?
No. Jake Davidson has no current broker registration.
How can I verify Jake Davidson’s record?
Search CRD 6857079 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jake Davidson’s full registration record.