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Jayson Davidson

Vice President at Morgan Stanley Institutional Investment Advisors

Investment adviser registrationPortland, ORSEC record checked 17 October 2026

23
Years in the industry
17
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

Jayson Davidson is Vice President of Morgan Stanley Institutional Investment Advisors LLC, a Greenwood Village investment adviser managing $14.7B. Jayson Davidson has been registered through Morgan Stanley Institutional Investment Advisors since 25 February 2009, has 23 years in the industry across 2 firms and has passed the Series 6, Series 63 and Series 65.

Role at Morgan Stanley Institutional Investment Advisors

Title on Schedule A
Vice President
Control
Jayson Davidson is a control person of Morgan Stanley Institutional Investment Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Jayson Davidson has held the filed role since September 2021.

The firm

Morgan Stanley Institutional Investment Advisors LLC
Greenwood Village, CO

Form ADV filed 20 August 2026

$14.7B AUM70 clients33 advisers4 offices

Career on record

Jayson Davidson has been registered through Morgan Stanley Institutional Investment Advisors since February 2009, and before that through Arnerich Massena & Associates, Inc.

Firms and exams, newest first
  1. Fiduciary Consulting GroupCurrent
    – present · 18 years
    Portland, OR · Adviser representative · Firm CRD 149122
  2. Arnerich Massena & Associates, Inc
    – · 6 years
    Portland, OR · Adviser representative · Firm CRD 116395
  3. Passed Series 65 · 2002
  4. Passed Series 6 and Series 63 · 1997

Registrations and exams

Jayson Davidson has a current investment-adviser registration in Oregon and has passed 3 qualifying exams.

Oregon25 February 2009
Scope
Investment adviser representative
Status
Approved

Examinations

Series 654 December 2002
Name
Uniform Investment Adviser Law Examination
Series 638 August 1997
Name
Uniform Securities Agent State Law Examination
Series 67 August 1997
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Jayson A Davidson
CRD
2825116
Firm
Morgan Stanley Institutional Investment Advisors LLC
Registration status
Investment adviser registration
Office
9755 SW Barnes Road, Suite 660, Portland, OR 97225
Firm bio
msiia.morganstanley.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Morgan Stanley’s Fiduciary Consulting Group identifies Jayson Davidson as a managing director who provides consulting services to corporate, governmental and nonprofit retirement plan clients. The page lists his B.S. in Economics from the University of California, Berkeley. Official firm group biography

Education

Common questions

Where does Jayson Davidson work?

Jayson Davidson has been Vice President of Morgan Stanley Institutional Investment Advisors LLC since September 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 20 August 2026

Is Jayson Davidson a financial advisor?

Yes. Jayson Davidson has a current investment-adviser registration in Oregon, through Morgan Stanley Institutional Investment Advisors since February 2009, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Jayson Davidson have?

Jayson Davidson has worked in the financial industry for 23 years as of 17 October 2026, counted from 7 July 2003, across 2 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Jayson Davidson passed?

Jayson Davidson has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in August 1997.

Source: IAPD individual record, checked 17 October 2026

Where did Jayson Davidson work before Morgan Stanley Institutional Investment Advisors?

Before Morgan Stanley Institutional Investment Advisors, Jayson Davidson was registered through Arnerich Massena & Associates, Inc, December 2002 to July 2008.

Source: IAPD individual record, checked 17 October 2026

Where is Jayson Davidson based?

Jayson Davidson’s registered office is in Portland, OR.

Source: IAPD individual record, checked 17 October 2026

Leadership at Morgan Stanley Institutional Investment Advisors

Sources

  1. IAPD individual record, CRD 2825116. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Morgan Stanley Institutional Investment Advisors LLC, filed 20 August 2026. Title, control and ownership bands.
  3. Morgan Stanley Institutional Investment Advisors team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Jayson Davidson or Morgan Stanley Institutional Investment Advisors LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.