JB
JB

Jane Bond

26 Years of Experience
Missoula, MT
Broker

Jane Bond is a registered investment advisor at D.A. Davidson & CO., based in Missoula, MT, with 26 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.

Loading...

Location

283 W. Front Street, Suite 101, Missoula, MT, 59807

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 →
Employment History
Current Registrations
D.A. Davidson & CO.
May 2023 - Present · 3 yrs
D.A. Davidson & CO.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
June 2019 - April 2022 · 2 yrs 10 mos
RBC Capital Markets, LLCBroker
November 2014 - July 2019 · 4 yrs 8 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2014 - November 2014 · 3 mos
RBC Capital Markets, LLCBroker
May 2006 - February 2014 · 7 yrs 9 mos
Wells Fargo Investments, LLCBroker
January 2005 - June 2006 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
October 2004 - January 2005 · 3 mos
D.A. Davidson & CO.Broker
April 1999 - October 2004 · 5 yrs 6 mos
State Registrations32 states
AKALAZCACOCTDCFLGAHIIDILMDMIMNMTNCNDNENJNMNVNYOHORPATXUTVAWAWIWY
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.