Investment adviser representative · Uptick Partners, LLC

Jared Davis

CRD 8099760 · Nacogdoches, TX

At a glance

Jared Davis is an investment adviser representative with Uptick Partners, LLC in Nacogdoches, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jared’s SEC record dates to 2025, about 1 years ago.

Current advisory firm

Uptick Partners, LLCSince June 2025Nacogdoches, TX · $1.1B in regulatory assets

SEC adviser record

Registered since: 2025 (1 years)
Designations: None on file
Exams: Series 65
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

Jared’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: Locked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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