Daniel Jonathan Beckwith

Employer firm

First Financial Consulting CRD 107456

$763M regulatory AUM 643 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 09/2016
  D.A. Davidson & Co.
  West Covina, CA
• 10/2014 → 09/2016
  D.A. Davidson & Co
  Los Angeles, CA
• 06/2015 → 09/2016
  D.A. Davidson & Co
  West Covina, CA
• 09/2016 → 08/2018
  Wescap Group
  Glandale, CA
• 08/2018 → Present
  First Financial Consulting
  Pasadena, CA

Previous Registrations

• 2016-09-26 → 2018-06-15
  Wescap Group
  Glendale, CA
• 2014-12-04 → 2016-09-14
  D.A. Davidson & Co.
  Claremont, CA
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-12-03

Designations

• Certified Financial Planner

Other Names

• Danny Jonathan Beckwith