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Jeffrey Decker

D.A. Davidson & CO.
34 Years of Experience
Everett, WA
4 DisclosuresBroker
View SEC Summary
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Jeffrey Decker is a registered investment advisor at D.A. Davidson & CO., based in Everett, WA, with 34 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.

D.A. Davidson & CO.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
695 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
One-Time Plan:$1,500 - $15,000
View Full SEC Brochure

Location

2825 Colby Avenue, Suite 201, Everett, WA, 98201-3536

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 1999
Settled
Customer Dispute
January 1998
Withdrawn
Customer Dispute
December 1995
Settled
Customer Dispute
November 1995
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
D.A. Davidson & CO.
March 2001 - Present · 25 yrs 7 mos
D.A. Davidson & CO.Broker
October 1999 - Present · 27 yrs
Previous Registrations
Davidson Investment Advisors, INC.
June 2002 - November 2009 · 7 yrs 5 mos
U.S. Bancorp Piper Jaffray INC.Broker
August 1996 - November 1999 · 3 yrs 3 mos
Dain Bosworth IncorporatedBroker
August 1992 - August 1996 · 4 yrs
State Registrations22 states
AZCACOCTDEHIIDKSLAMNMSMTNCNDOHPATNTXVAWAWVWY
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.
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