Jamie Len Halverson

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
OK	RA	APPROVED	2021-12-06
TX	RA	APPROVED	2021-12-06

OK RA
APPROVED

Since 2021-12-06
TX RA
APPROVED

Since 2021-12-06

Branch Locations

Jenks, OK • United States

Columbia Center, 701 5Th Avenue Suite 4050, Seattle, WA 98104 • 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

Organization	City	State	From	To
Lpl Financial Llc	Prior Lake	MN	02/2015	11/2021
D.A. Davidson & Co.	Jenks	OK	12/2021	Present

02/2015 → 11/2021

Lpl Financial Llc

Prior Lake, MN
12/2021 → Present

D.A. Davidson & Co.

Jenks, OK

Previous Registrations

2015-02-12 → 2021-12-02

Lpl Financial Llc

Prior Lake, MN

Fort Mill, SC

Jenks, OK
2012-05-11 → 2015-02-09

Ameriprise Financial Services, Llc

Minneapolis, MN

Minneapolis, MN

Other Businesses

JAMIE HALVERSON; NON-INVESTMENT RELATED; JENKS, OK; SOLE PROPRIETOR; HOCKEY REFEREE; START 6/10/22; 5 HRS/MO; NO HOURS DEVOTED DURING SECURITIES TRADING HOURS; PART TIME HOCKEY REFEREE.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-05-08

S66 Uniform Combined State Law Examination

2012-05-08

Other Names

Jaime Len Halverson

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