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Jane Oman

37 Years of Experience
Lincoln, NE
Broker

Jane Oman is a registered investment advisor at D.A. Davidson & CO., based in Lincoln, NE, with 37 years of industry experience. Jane 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.

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Location

115 Canopy Street, Suite 400, Lincoln, NE, 68508

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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.

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Employment History
Current Registrations
D.A. Davidson & CO.
July 2016 - Present · 9 yrs 10 mos
D.A. Davidson & CO.Broker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Smith Hayes Advisers INC
October 2002 - July 2016 · 13 yrs 9 mos
Smith Hayes Financial Services CorporationBroker
June 2002 - July 2016 · 14 yrs 1 mo
Kirkpatrick, Pettis, Smith, Polian INC.Broker
November 1997 - May 2002 · 4 yrs 6 mos
Linsco/private Ledger CORP.Broker
October 1997 - December 1997 · 2 mos
Kirkpatrick, Pettis, Smith, Polian INC.Broker
December 1988 - October 1997 · 8 yrs 10 mos
State Registrations28 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jane Oman - Financial Advisor | TrueAdvisor