Jonathan William Cisna

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

• 08/2022 → 05/2026
  Keybank
  South Bend, IN
• 05/2026 → Present
  D.A. Davidson & Co.
  Mishwaka, IN
• 08/2014 → 07/2018
  1St Source Corporation Investment Advisors, Inc.
  South Bend, IN
• 07/2018 → 08/2022
  1St Source Corporation Investment Advisors, Inc.
  South Bend, IN

Previous Registrations

• 2015-06-30 → 2020-06-01
  1St Source Corporation Investment Advisors, Inc.
  South Bend, IN

Exams

• S66 Uniform Combined State Law Examination
  2026-06-01
• S65 Uniform Investment Adviser Law Examination
  2015-06-30

Designations

• Certified Financial Planner