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Jack Davidson Email & Phone Number
Financial Advisor
at
Blumberg Wealth Advisors
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Carmel, Indiana, United States
Company size
Who is Jack Davidson? Overview
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Quick answer
Jack Davidson is listed as Financial Advisor at Blumberg Wealth Advisors, a with 3 employees, based in Carmel, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Jack Davidson.
Jack Davidson previously worked as Client Services Specialist at Blumberg Wealth Advisors and Financial Controller at Pneuma Media. Jack Davidson holds Economics, Junior from Wabash College.
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Blumberg Wealth Advisors
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Profile bio
About Jack Davidson
As a former professional basketball player, I achieved my lifelong dream of playing the game I love professionally. Now I'm taking on my other lifelong passion - investing, finance, and assisting others with their financial journey. During my time at Wabash College, I earned a major in Economics and minor in Business. Being a student athlete has provided me with a strong sense of discipline and work ethic, along with excellent time management and interpersonal skills. My goal-focused and results-oriented approach has allowed me to achieve success in the classroom, workplace, and on the court.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Current workplace
Jack Davidson's current company
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Blumberg Wealth Advisors
9 roles
Jack Davidson work experience
A career timeline built from the work history available for this profile.
Client Services Specialist
CurrentWork directly with the CEO and portfolio manager to assist with financial planning, client meetings, investment research, account breakdowns, and more. In addition, I'm currently pursuing all of my investment licenses to become a full-time advisor.
Jun 2024 - Present
Financial Controller
I worked directly with the CEO to oversee the financial operations at Pneuma and ensure the financial health of the firm.
Jan 2024 - Jun 2024
Professional Basketball Player
Feb 2023 - Aug 2023
Center Of Innovation, Business, And Entrepreneurship (Cibe) Partner
-Worked with a team to organize a Paramedice Summit at Wabash College-Utilized marketing techniques in order to convince trained professionals to attend the Paramedicine Summit-Helped develop a Wabash Narrative story through conducting interviews and reserach in order to convince future college students to attend Wabash
Sep 2017 - May 2022
Accounting Intern
• Completed Medicare & Medicaid Cost Reports for nursing homes and hospitals• Compiled a list of Medicare bad debts to help clients with reimbursement• Performed basic accounting work to assist other employees• Assisted with the audits of several hospitals• Attended important client meetings to obtain crucial information and apply it to projects
Jan 2021 - Jun 2021
Financial Services Intern
May 2020 - Aug 2020
Business Intern
Connecta Corporation
- Worked with Microsoft Excel to help create a shipping schedule in order to ensure on-time deliveries to customers- Colloborated directly with Connecta's top customer, Rockwell Collins, to analyze further shipments and maintain on-time deliveries-Analyzed inventory to produce more accurate production runs for future shipments
May 2019 - Aug 2019
Innovation Intern
Liberal Arts Bridges To Business
-Sharpened skills in marketing, finance, opportunity analysis, and more through the creation of business plans-Analyzed Harvard Business School cases in order to gain further knowledge in business-Improved teamwork skills after working with groups on various projects throughout the summer-Participated in LEAN training and A3 thinking
May 2018 - Jul 2018
2 education records
Jack Davidson education
Economics, Junior
High School Diploma With Academic Honors, College/University Preparatory And Advanced High School/Secondary Diploma Program
Hamilton Southeastern High School
FAQ
Frequently asked questions about Jack Davidson
Quick answers generated from the profile data available on this page.
What company does Jack Davidson work for?
Jack Davidson works for Blumberg Wealth Advisors.
What is Jack Davidson's role at Blumberg Wealth Advisors?
Jack Davidson is listed as Financial Advisor at Blumberg Wealth Advisors.
Where is Jack Davidson based?
Jack Davidson is based in Carmel, Indiana, United States while working with Blumberg Wealth Advisors.
What companies has Jack Davidson worked for?
Jack Davidson has worked for Blumberg Wealth Advisors, Pneuma Media, Ballarat Miners, Wabash College, and Bradley Associates.
How can I contact Jack Davidson?
You can use AeroLeads to view verified contact signals for Jack Davidson at Blumberg Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jack Davidson attend?
Jack Davidson holds Economics, Junior from Wabash College.
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