John Waite
John Waite is a registered investment advisor at D.A. Davidson & CO., based in Grand Junction, CO, with 42 years of industry experience. John 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
360 W Park Dr, Suite 200, Grand Junction, CO, 81505
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2009Customer Dispute
February 2009Other Business Activities
John is a board member for Rocky Mountain Foundation, a non-profit that invests money for Christian entities. He also has a partial ownership in Maile Lani Duplexes, dedicating minimal time to this rental property.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
B.C. Christopher Securities CO.Broker
Pittock Financial CorporationBroker
Wall Street West, INC.Broker
State Registrations29 states
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.