JE
JE

John Eden

25 Years of Experience
Colorado Springs, CO
1 DisclosureBroker

John Eden is a registered investment advisor at D.A. Davidson & CO., based in Colorado Springs, CO, with 25 years of industry experience. John 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.

Loading...

Location

121 S Tejon St, Suite 1109, Colorado Springs, CO, 80903

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2018
Settled
Other Business Activities

John is a board member for Ronald McDonald House Charities of Southern Colorado since 2012 and Honorary Deputy Sheriff's Association since 2009, each requiring minimal time. These activities are not investment-related.

Employment History
Current Registrations
D.A. Davidson & CO.
April 2018 - Present · 8 yrs 1 mo
D.A. Davidson & CO.Broker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2011 - April 2018 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2011 - April 2018 · 7 yrs 3 mos
Edward Jones
February 2007 - January 2011 · 3 yrs 11 mos
Edward JonesBroker
August 2000 - January 2011 · 10 yrs 5 mos
State Registrations47 states
AKARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.