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Jeffrey Peter Biermanski

D.A. Davidson & Co.

Everett, WA

CRD 4610593

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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

AuthorityCategoryStatusDate
WA RA APPROVED 2010-02-24
  • WA RA
    APPROVED
    Since 2010-02-24

Branch Locations

2825 Colby Avenue Suite 201, Everett, WA 98201-3536 • 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. Everett WA 02/2010 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-06-15
S63 Uniform Securities Agent State Law Examination 2002-12-09
  • S66 Uniform Combined State Law Examination
    2004-06-15
  • S63 Uniform Securities Agent State Law Examination
    2002-12-09

View on SEC IAPD

Nearby Firms

MADRONA FINANCIAL & CPAS
VICEROY INVESTMENT ADVISORS LLC
PACIFIC CREST FINANCIAL ADVISORS, LLC

Nearby Investors

MICHAEL DAVID SEELY
BRIAN KELLY EVANS
ROBERT WATSON BAUER

Nearby Offices

MADRONA FINANCIAL & CPAS · EVERETT, WA
VICEROY INVESTMENT ADVISORS LLC · EVERETT, WA
PACIFIC CREST FINANCIAL ADVISORS, LLC · EVERETT, WA

More in Everett, WA

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