Jeffrey Semrad is a registered investment advisor at D.A. Davidson & CO., based in Lincoln, NE, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
115 Canopy Street, Suite 400, Lincoln, NE, 68508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is on the board of directors for The Pegler Family Foundation. He also owns shares in B Team Press, LLC since 2013, but devotes no time to this activity.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Smith Hayes Advisers INC
Smith Hayes Financial Services CorporationBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Ufs Securities, L.L.C.Broker
State Registrations16 states
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