Kelly D Jensen

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

• 03/2006 → Present
  D.A. Davidson & Co.
  Bellingham, WA

Other Businesses

Notary Public; non-investment related; Bellingham, WA; Notary Public for state of Washington; Notary; Starting 5/1/2006; minimal time each week and during securities trading hours, if work related; perform notary services.

Exams

• S66 Uniform Combined State Law Examination
  2016-06-29
• S63 Uniform Securities Agent State Law Examination
  1999-05-27

Other Names

• Kelly Couture
• Dawn Earlene Couture