Steven Charles Jackson

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.
  Pasadena, CA

Previous Registrations

• 1998-01-20 → 2013-11-14
  Crowell, Weedon & Co.
  Pasadena, CA
  Los Angeles, CA

Other Businesses

1) JACKSON FAMILY PROPERTY RENTAL; INVESTMENT RELATED; DURATE, CA.; PARTNERSHIP; OWNER; STARTED 11/15/2013; NO TIME DEVOTED TO THIS ACTIVITY OR DURING TRADING HOURS; WIFE OPERATES THE RENTAL PROPERTY. 2) RENTAL PROPERTY; NON-INVESTMENT RELATED; ARCADIA, CA; PARTNERSHIP; OWNER; STARTED 5/3/88; NO TIME DEVOTED TO THIS ACTIVITY OR DURING TRADING HOURS; WIFE OPERATES THE RENTAL PROPERTY. 3) SISTERS OF SOCIAL SERVICE; NON-INVESTMENT RELATED; 4316 LANAI RD, ENCINO, CA; NON-PROFIT; MEMBER OF THE FINANCIAL ADVISORY BOARD; STARTING 10/15/2017; 8 HRS ANNUALLY AND DURING SECURITIES TRADING HOURS; PROVIDE ADVICE ON FINANCIAL MATTERS AND ANALYZE AND RECOMMEND ACTIONS WITH ISSUES BROUGHT TO THE BOARD.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-28
• S63 Uniform Securities Agent State Law Examination
  1986-06-19

Other Names

• Steven Charles Jackson
• Steven Charles Jackson