Jason Vincent Purpura

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

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

Current Employers

D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-08-09
MT	RA	APPROVED	2002-04-17

TX RA
APPROVED_RES

Since 2019-08-09
MT RA
APPROVED

Since 2002-04-17

Branch Locations

8 Third Street North, Great Falls, MT 59401 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
D.A. Davidson & Co.	Great Falls	MT	04/2000	Present

04/2000 → Present

D.A. Davidson & Co.

Great Falls, MT

Previous Registrations

2002-06-21 → 2004-11-08

Davidson Investment Advisors, Inc.

Great Falls, MT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-02-14
S63	Uniform Securities Agent State Law Examination	1997-07-19

S65 Uniform Investment Adviser Law Examination

1998-02-14
S63 Uniform Securities Agent State Law Examination

1997-07-19

View on SEC IAPD

Employer firm

Current Employers

D.A. Davidson & Co.

Disclosures

Employment History

Previous Registrations

Exams

Nearby Firms

Nearby Investors

Nearby Offices

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