JB
JB

Jacqueline Beauprez

23 Years of Experience
Denver, CO
Broker

Jacqueline Beauprez is a registered investment advisor at D.A. Davidson & CO., based in Denver, CO, with 23 years of industry experience. Jacqueline 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

1550 Market Street, Suite 300, Denver, CO, 80202

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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.
January 2026 - Present · 8 mos
D.A. Davidson & CO.Broker
January 2026 - Present · 8 mos
Previous Registrations
Davidson Fixed Income Management, INC.
December 2020 - March 2023 · 2 yrs 3 mos
D.A. Davidson & CO.
April 2018 - December 2024 · 6 yrs 8 mos
D.A. Davidson & CO.Broker
June 2017 - December 2024 · 7 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2012 - April 2017 · 4 yrs 5 mos
Morgan Keegan & Company, LLCBroker
October 2012 - May 2016 · 3 yrs 7 mos
D.A. Davidson & CO.Broker
January 2005 - October 2012 · 7 yrs 9 mos
Kirkpatrick, Pettis, Smith, Polian INC.Broker
September 2002 - January 2005 · 2 yrs 4 mos
Fiserv Securities, INC.Broker
September 2001 - December 2001 · 3 mos
Fiserv Correspondent Services, INC.Broker
April 2000 - September 2001 · 1 yr 5 mos
State Registrations2 states
COMT
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.
Jacqueline Beauprez - Financial Advisor | TrueAdvisor