JP
JP
Jason Purpura
28 Years of Experience
Great Falls, MT
1 DisclosureBroker
Jason Purpura is a registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 28 years of industry experience. Jason 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
8 Third Street North, Great Falls, MT, 59401
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2008Settled
Employment History
Current Registrations
D.A. Davidson & CO.
April 2002 - Present · 24 yrs 1 mo
D.A. Davidson & CO.Broker
April 2000 - Present · 26 yrs 1 mo
Previous Registrations
Davidson Investment Advisors, INC.
June 2002 - November 2004 · 2 yrs 5 mos
Wm Funds Distributor, INC.Broker
September 1998 - April 2000 · 1 yr 7 mos
D.A. Davidson & CO.Broker
July 1997 - September 1998 · 1 yr 2 mos
State Registrations35 states
AKAZCACODCFLGAIAIDILINKSKYMDMEMIMNMOMTNDNENMNVNYOHORPASCSDTNTXUTWAWIWY
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.