JC
JC

James Cronk

41 Years of Experience
Great Falls, MT
Broker

James Cronk is a registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 41 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

8 Third Street North, Great Falls, MT, 59401-3104

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

James serves on the board of directors for several organizations, including San Pasqual Fiduciary Trust Company, San Pasqual Financial Holding Corporation, C.M. Russell Museum, and the Foundation of San Marino Community Church. He also volunteers for his church and the Pasadena Tournament of Roses, and is involved with Monte Vista Grove Homes.

Employment History
Current Registrations
D.A. Davidson & CO.
November 2013 - Present · 12 yrs 6 mos
D.A. Davidson & CO.Broker
November 2013 - Present · 12 yrs 6 mos
D.A. Davidson & CO.
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Crowell Weedon & CO.Broker
November 2013 - November 2013 · 0 mos
Crowell Weedon & CO.
November 2013 - November 2013 · 0 mos
Crowell, Weedon & CO.
December 1997 - November 2013 · 15 yrs 11 mos
Crowell, Weedon & CO.Broker
January 1987 - November 2013 · 26 yrs 10 mos
Crowell, Weedon & CO.Broker
May 1984 - April 1986 · 1 yr 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
James Cronk - Financial Advisor | TrueAdvisor