JD
JD

Jennifer Digilio

22 Years of Experience
Omaha, NE
Broker

Jennifer Digilio is a registered investment advisor at D.A. Davidson & CO., based in Omaha, NE, with 22 years of industry experience. Jennifer 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

450 Regency Parkway, Suite 400, Omaha, NE, 68114

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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
February 2013 - July 2016 · 3 yrs 5 mos
Smith Hayes Financial Services CorporationBroker
March 2012 - July 2016 · 4 yrs 4 mos
Legent ClearingBroker
January 2004 - March 2012 · 8 yrs 2 mos
State Registrations38 states
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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.
Jennifer Digilio - Financial Advisor | TrueAdvisor