JB
JB

Jeffrey Biermanski

22 Years of Experience
Everett, WA
Broker

Jeffrey Biermanski is a registered investment advisor at D.A. Davidson & CO., based in Everett, WA, with 22 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

2825 Colby Avenue, Suite 201, Everett, WA, 98201-3536

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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.
February 2010 - Present · 16 yrs 3 mos
D.A. Davidson & CO.Broker
February 2010 - Present · 16 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - February 2010 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2004 - February 2010 · 5 yrs 9 mos
Foresters Equity Services, INC.Broker
March 2004 - March 2004 · 0 mos
Waddell & Reed, INC.Broker
December 2002 - February 2003 · 2 mos
State Registrations15 states
CAFLGAHIIDKYMAMIMOMTNYORRIWAWI
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.