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Jacob Joseph Werner

D.A. Davidson & Co.

Bozeman, MT

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Current Employers
D.A. Davidson & Co.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-09-19
MT RA APPROVED 2007-04-09
  • TX RA
    APPROVED
    Since 2018-09-19
  • MT RA
    APPROVED
    Since 2007-04-09

Branch Locations

1101 E Main St, Suite 301, Bozeman, MT 59715 • 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
D.A. Davidson & Co. Bozeman MT 01/2007 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-04
S63 Uniform Securities Agent State Law Examination 2002-11-15
  • S65 Uniform Investment Adviser Law Examination
    2007-06-04
  • S63 Uniform Securities Agent State Law Examination
    2002-11-15
Designations
Other Names
  • Jake Werner

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT
BITTERROOT CAPITAL ADVISORS LLC · BOZEMAN, MT
U.S. BANCORP ADVISORS, LLC · Bozeman, MT
MONTANA INVESTMENT ADVISORS INC · BOZEMAN, MT
EAGLE STRATEGIES LLC · BOZEMAN, MT
XYPN INVEST · BOZEMAN, MT

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