Jonna Suzanne Robinson

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

• 01/2022 → Present
  Da Davidson
  Medford, OR
• 07/2021 → 01/2022
  Unemployed
  Medford, OR
• 05/2013 → 07/2021
  Pacific Retirement Services
  Medford, OR

Other Businesses

ROGUE VALLEY MANOR FOUNDATION; NON-INVESTMENT RELATED; MEDFORD, OR; NON-PROFIT; INVESTMENT COMMITTEE MEMBER; START 10/6/25; 1-2 HR/MO DURING SECURITIES TRADING HOURS; WE REVIEW THE INVESTMENT POLICY STATEMENT AND MAY PROVIDE FEEDBACK TO RVMF.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-12

Other Names

• Jonna Suzanne Skaggs
• Jonna Suzanne Madden