Jason Hall is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Tacoma, WA, with 5 years of industry experience. Jason 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
1145 Broadway, Suite 1320, Tacoma, WA, 98402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a member of several LLCs (JLH 41, LLC; JLH 4122, LLC; JLH 5919, LLC; JLH MANAGEMENT VENTURES, LLC; JLH 4822, LLC) involved in residential real estate investment and a real estate holding company. These activities require a few hours per week for JLH 41, LLC and JLH MANAGEMENT VENTURES, LLC, and minimal time per month for JLH 4122, LLC; JLH 5919, LLC; JLH 4822, LLC.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Key Investment Services LLCBroker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations10 states
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