JH
CFA
JH
CFA

Jeffrey Hume

24 Years of Experience
Seattle, WA
Broker

Jeffrey Hume is a CFA-designated registered investment advisor at D.A. Davidson & CO., based in Seattle, WA, with 24 years of industry experience. Jeffrey 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

Columbia Center, 701 5th Avenue, Suite 4050, Seattle, WA, 98104

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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.
August 2007 - Present · 18 yrs 9 mos
D.A. Davidson & CO.Broker
August 2007 - Present · 18 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLC
June 2006 - August 2007 · 1 yr 2 mos
Wells Fargo Investments, LLCBroker
December 2005 - August 2007 · 1 yr 8 mos
Banc of America Investment Services, INC.Broker
September 2004 - October 2005 · 1 yr 1 mo
Wells Fargo Investments, LLCBroker
May 2001 - January 2004 · 2 yrs 8 mos
Wells Fargo Securities INC.Broker
November 2000 - May 2001 · 6 mos
State Registrations1 state
WA
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.