Jeremy Ryan Mccullough

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

• 07/2006 → 03/2021
  Savibank
  Mount Vernon, WA
• 04/2021 → Present
  D.A. Davidson & Co.
  Burlington, WA

Other Businesses

Mount Vernon Christian School; non investment related; 820 W Blackburn Rd, Mount Vernon, WA 98273; School; High School Golf Coach; Will start February 2022; approximately 10 hrs per week; no time during securities trading hours; Coach golf, organize practice times, competition, travel and communication with team members and families.

Exams

• S66 Uniform Combined State Law Examination
  2021-06-15