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Jacob Davidson

Advisor at Kestra Advisory

Updated today

Location

Hartsville, SC 29550

Credentials

Series 66

Industry experience

5 years

About

Jacob Davidson is a financial advisor with Kestra Advisory who holds a Series 66 license and has five years of industry experience. Prior to joining Kestra in 2025, he worked at LPL Financial and Michael Milbee. He is also affiliated with Define Wealth Financial Group, where he advises clients on financial goals and manages service work related to annuities and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, overseeing approximately $79.8 billion in assets under management.

Client services

Based on Kestra Advisory

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Advisory

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Occupation focus

Based on Kestra Advisory

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees for financial planning and consulting typically range from $1,000 to $100,000, negotiated with the client.

Percentage

Start-up - $1,999,999: 1.50% $2,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.00% $10,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%

Commissions

Commission-based compensation is available through affiliated broker-dealer Kestra IS; commissions and fees vary by product.

Project-based

Financial planning and consulting services may be charged on an hourly basis when applicable.

Subscriptions

Subscription fees may be charged monthly, quarterly, or semi-annually for financial planning or consulting services.

Other

Account minimum: $10,000 (minimum for AdvisorChoice platform, but may be waived) Minimum fee: Minimum annual account fees on AdvisorEnterprise platform: $60 (APM-Tickets), $95 (APM-Wrap), $75 (FSP and SMA), $350 (UMA) Fee-only: Flat fees generally range from $1,000 to $100,000 but can be more or less as negotiated. Financial planning and consulting fees can also be charged hourly, as a percentage of assets, flat fee, or subscription (e.g., monthly, quarterly).

Location

107 East Home Avenue

Hartsville, SC 29550

Most active in

South Carolina

Work history

Kestra Investment Services, LLC

2025 - Present (1 year)

Kestra Advisory

2025 - Present (1 year)

LPL Financial

2021 - 2025 (4 years)

Michael Milbee

2020 - 2021 (1 year)

Waddell & Reed Inc

2020 - 2021 (1 year)

Waddell & Reed Inc

2020 - 2020 (1 year)

UnEMPLOYED

2020 - 2020 (1 year)

SPECTRUM

2019 - 2019 (1 year)

Penske Truck Leasing

2018 - 2018 (1 year)

KOHLS

2017 - 2017 (1 year)

STUDENT

2016 - 2020 (4 years)

STUDENT

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Leah P

Series 66

Hartsville, SC

Kestra Advisory

Leah Paul is a financial advisor with Kestra Advisory, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Headland Capital, LPL Financial, and White Glove Workshops. She owns Pearl Wealth Management LLC, a business focused on life, disability, and annuity insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers services such as plan design, fiduciary consulting, investment advice, and employee education, serving a diverse client base that includes large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive

Hannah A

Series 66

Hartsville, SC

Edward Jones

Hannah Amell is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Prior to her career in financial advising, she worked at Sinclair Broadcasting for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Jordan M

Series 66

Hartsville, SC

Edward Jones

Jordan Melton is a financial advisor with Edward Jones in Hartsville, SC, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Melton is involved in land and timber businesses, managing agricultural and raw land holdings in South Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive

Edward M

Series 63, Series 66

Hartsville, SC

Edward Jones

Edward Melton Jr. is a financial advisor with Edward Jones in Hartsville, SC, holding Series 63 and Series 66 designations and over 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, Melton serves as a consulting member of the finance team at Kelleytown Baptist Church, assisting with the church’s annual budgeting process. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, institutions, pension plans, and charitable organizations. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Charitable giving & philanthropy Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive

Nancy M

Series 66

Darlington, SC

Edward Jones

Nancy Matthews is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill before joining Edward Jones in 2017. Matthews is involved in multiple community organizations, including serving on the Duke Energy Advisory Board and holding leadership roles with the Florence Symphony Board and Darlington Kiwanis Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and emphasizes fiduciary standards and tax-efficient services.

Divorce financial planning General estate planning guidance Retirement income strategy Planning for children with special needs Wealth management Military & Veterans
user avatar

Marvin O

PFS™, Series 63

Hartsville, SC

Cetera

Marvin Odom is a financial advisor with Cetera, holding the PFS™ and Series 63 designations and bringing 31 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services for 18 years. Outside of his advisory role, he serves as president of Marvin K. Odom, CPA, PA, a tax preparation and accounting firm. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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