Kelli Jensen is a registered investment advisor at D.A. Davidson & CO., based in Pocatello, ID, with 29 years of industry experience. Kelli 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
275 South 5th Avenue, Suite 195, Pocatello, ID, 83201
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Regulatory History
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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Kelli is a Notary Public for the State of Idaho since 2015, providing notary services. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations39 states
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