Stephanie Jones Bennett

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

• 11/2013 → Present
  D.A. Davidson & Co.
  Meridian, ID

Previous Registrations

• 2013-11-04 → 2013-11-25
  Crowell Weedon & Co.
  Pasadena, CA
• 2007-12-11 → 2013-11-04
  Crowell, Weedon & Co.
  Pasadena, CA
  Pasadena, CA

Other Businesses

1) STEPHANIE BENNETT; NON INVESTMENT RELATED; MERIDIAN, ID; SOLE PROPRIETOR; OWNER; STARTING 06/03/2019; APPROX 2 HRS/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; RAISE AND OCCASIONALLY SELL DOGS/HORSES AND RELATED PRODUCTS. 2) BENNETT SPORT HORSES & HAY, LLC; NON-INVESTMENT RELATED; MERIDIAN, ID; GENERAL PARTNER; START 11/12/25; 8 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; BOOKKEEPING FOR HAY AND HORSE SALES.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-27
• S63 Uniform Securities Agent State Law Examination
  1996-06-20

Other Names

• Stephanie Granneman
• Stephanie Jones