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Jennifer Lynn Malmstrom

D.A. Davidson & Co.

Colorado Springs, CO

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Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-09-11
TX RA APPROVED 2025-09-11
  • CO RA
    APPROVED
    Since 2025-09-11
  • TX RA
    APPROVED
    Since 2025-09-11

Branch Locations

121 S Tejon St, Suite 1109, Colorado Springs, CO 80903 • 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
Sullivan & Associates Colorado Springs CO 06/2005 11/2020
Raymond James Financial Services, Inc. Colorado Springs CO 07/2005 11/2020
Mortgage Solutions Of Colorado Colorado Springs CO 11/2020 06/2021
Wells & Associates Colorado Springs CO 10/2021 09/2022
N/A Colorado Springs CO 06/2021 10/2021
Charles Schwab & Co., Inc. Colorado Springs CO 09/2022 11/2024
N/A Colorado Springs CO 11/2024 05/2025
D.A. Davidson & Co. Colorado Springs CO 05/2025 Present
  • 06/2005 → 11/2020
    Sullivan & Associates
    Colorado Springs, CO
  • 07/2005 → 11/2020
    Raymond James Financial Services, Inc.
    Colorado Springs, CO
  • 11/2020 → 06/2021
    Mortgage Solutions Of Colorado
    Colorado Springs, CO
  • 10/2021 → 09/2022
    Wells & Associates
    Colorado Springs, CO
  • 06/2021 → 10/2021
    N/A
    Colorado Springs, CO
  • 09/2022 → 11/2024
    Charles Schwab & Co., Inc.
    Colorado Springs, CO
  • 11/2024 → 05/2025
    N/A
    Colorado Springs, CO
  • 05/2025 → Present
    D.A. Davidson & Co.
    Colorado Springs, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-10
S63 Uniform Securities Agent State Law Examination 2022-10-18
  • S65 Uniform Investment Adviser Law Examination
    2025-09-10
  • S63 Uniform Securities Agent State Law Examination
    2022-10-18
Other Names
  • Jennifer L Malmstrom
  • Jen Malmstrom

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
OSAIC WEALTH, INC.

Other Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

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