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David Paul Jackson

Btc Capital Management

Des Moines, IA

CRD 2756629

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Employer firm

Btc Capital Management CRD 127158

$4.60B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Btc Capital Management

453 7Th Street, Des Moines, IA 50309-3702 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2018-11-20
  • IA RA
    APPROVED
    Since 2018-11-20

Branch Locations

453 7Th Street, Des Moines, IA 50309-3702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Btc Capital Management Des Moines IA 05/2011 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-20
S63 Uniform Securities Agent State Law Examination 1996-09-03
  • S65 Uniform Investment Adviser Law Examination
    2018-11-20
  • S63 Uniform Securities Agent State Law Examination
    1996-09-03

View on SEC IAPD

Nearby Firms

OSAIC INSTITUTIONS, INC.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC

Nearby Investors

Kathryn Leeper Hooper
ROGER ROBERT RUDEN
Christian Harrison Rogers

Nearby Offices

OSAIC INSTITUTIONS, INC. · Des Moines, IA
EQUITABLE ADVISORS, LLC · DES MOINES, IA
LPL FINANCIAL LLC · DES MOINES, IA

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