Jason Scott Hall

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1991 → 05/2024
  Key Bank Na
  Tacoma, WA
• 05/2024 → Present
  D.A. Davidson & Co.
  Tacoma, WA

Previous Registrations

• 2004-11-03 → 2007-02-15
  Keybanc Capital Markets Inc.
  Tacoma, WA
  Tacoma, WA

Other Businesses

1) JLH 41, LLC; INVESTMENT RELATED; SPOKANE, WA; 50/50 MEMBER; START 11/1/24; 2-3 HR/WK, NO TIME DEVOTED DURING SECURITIES TRADING HOURS; RESIDENTIAL REAL ESTATE INVESTMENT. 2) JLH 4122, LLC; INVESTMENT RELATED; SPOKANE, WA; 50/50 MEMBER; START 11/1/24; 2-3 HR/MO, NO TIME DEVOTED DURING SECURITIES TRADING HOURS; RESIDENTIAL REAL ESTATE INVESTMENT (DUPLEX). 3) JLH 5919, LLC; INVESTMENT RELATED; SPOKANE, WA; 50/50 MEMBER; START 11/1/24; 2-3 HR/MO, NO TIME DEVOTED DURING SECURITIES TRADING HOURS; RESIDENTIAL REAL ESTATE INVESTMENT. 4) JLH MANAGEMENT VENTURES, LLC; INVESTMENT RELATED; SPOKANE, WA; 50% MEMBER; START 11/1/24; 2-3 HR/WK, NO TIME DEVOTED DURING SECURITIES TRADING HOURS; REAL ESTATE HOLDING COMPANY. 5) JLH 4822, LLC; INVESTMENT RELATED; SPOKANE, WA; 50/50 MEMBER; START 11/1/24; 2-3 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; RESIDENTIAL REAL ESTATE INVESTMENT (DUPLEX).

Exams

• S66 Uniform Combined State Law Examination
  2024-05-14

Designations

• Certified Financial Planner