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Jeffrey John Kotsmith

D.A. Davidson & Co.

Great Falls, MT

Brooklyn Park, MN

CRD 3196966

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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:

Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2015-08-03
  • MN RA
    APPROVED
    Since 2015-08-03

Branch Locations

8 Third Street North, Great Falls, MT 59401-3104 • UNITED STATES

Brooklyn Park, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D.A. Davidson & Co. Plymouth MN 08/2015 Present
Previous Registrations
  • 2006-05-10 → 2015-07-22
    Fintegra, Llc
    Minneapolis, MN
    Minneapolis, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-09
  • S66 Uniform Combined State Law Examination
    2006-05-09

View on SEC IAPD

Nearby Firms

DAVIDSON INVESTMENT ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC

Nearby Investors

LOUIS GINO DILELLO
COURTNEY ELLIS
SEAN THOMAS STURGES

Nearby Offices

DAVIDSON INVESTMENT ADVISORS, INC. · GREAT FALLS, MT
COMMONWEALTH FINANCIAL NETWORK · Great Falls, MT
LPL FINANCIAL LLC · GREAT FALLS, MT

More in Great Falls, MT

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