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Miguel Jacobo

D.A. Davidson & Co.

Encino, CA

Porter Ranch, CA

Pasadena, CA

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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_RES 2024-10-14
CA RA APPROVED 2024-10-11
  • TX RA
    APPROVED_RES
    Since 2024-10-14
  • CA RA
    APPROVED
    Since 2024-10-11

Branch Locations

16130 Ventura Blvd Suite 460, Encino, CA 91436 • United States

Porter Ranch, CA • United States

301 North Lake Suite 800, Pasadena, CA 91101 • 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
Ameriprise Financial Services, Llc Las Vegas NV 01/2020 12/2020
Kinecta Federal Credit Union Westlake Village CA 08/2018 12/2019
Wells Fargo Bank, N.A. Palmdale CA 02/2018 08/2018
Jpmorgan Chase Bank, N.A. Lancaster CA 01/2021 03/2022
Ameriprise Financial Las Vegas NV 01/2020 11/2020
Learn4Life Palmdale CA 06/2016 03/2018
Partners Federal Credit Union Burbank CA 03/2022 10/2024
Lpl Financial, Llc Burbank CA 03/2022 10/2024
D.A. Davidson & Co. Pasadena CA 10/2024 Present
  • 01/2020 → 12/2020
    Ameriprise Financial Services, Llc
    Las Vegas, NV
  • 08/2018 → 12/2019
    Kinecta Federal Credit Union
    Westlake Village, CA
  • 02/2018 → 08/2018
    Wells Fargo Bank, N.A.
    Palmdale, CA
  • 01/2021 → 03/2022
    Jpmorgan Chase Bank, N.A.
    Lancaster, CA
  • 01/2020 → 11/2020
    Ameriprise Financial
    Las Vegas, NV
  • 06/2016 → 03/2018
    Learn4Life
    Palmdale, CA
  • 03/2022 → 10/2024
    Partners Federal Credit Union
    Burbank, CA
  • 03/2022 → 10/2024
    Lpl Financial, Llc
    Burbank, CA
  • 10/2024 → Present
    D.A. Davidson & Co.
    Pasadena, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-09
  • S66 Uniform Combined State Law Examination
    2020-06-09

View on SEC IAPD

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Other Investors

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ALAN RANDALL GOODSTEIN
Jason Terrance Thomas
KENNETH LEE WILLNER
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MATTHEW DAVID HELLER
Alexander Paul Tuckman
MATTHEW MILLER DAVIS

Other Offices

GOODSTEIN WEALTH MANAGEMENT LLC · ENCINO, CA
PORTFOLIO DESIGN LABS, LLC · ENCINO, CA
WILLNER & HELLER LLC · ENCINO, CA
WEALTH MANAGEMENT PARTNERS OF LOS ANGELES · ENCINO, CA
FINANCIAL PLANNING FOR GENERATIONS, INC. · ENCINO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA
WELLS FARGO CLEARING SERVICES, LLC · ENCINO, CA

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