JE
JE

Jennifer Emfield

14 Years of Experience
Pocatello, ID
Broker

Jennifer Emfield is a registered investment advisor at D.A. Davidson & CO., based in Pocatello, ID, with 14 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

275 South 5th Avenue, Suite 195, Pocatello, ID, 83201

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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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Other Business Activities

Jennifer is the Secretary/Treasurer for Daughters of Utah Pioneers Bannack North Company, a historical/heritage non-profit organization. She dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
D.A. Davidson & CO.
June 2016 - Present · 10 yrs 3 mos
D.A. Davidson & CO.Broker
February 2012 - Present · 14 yrs 7 mos
State Registrations21 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 Emfield - Financial Advisor | TrueAdvisor