Jason Hall is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Gig Harbor, WA, with 5 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
Location
Gig Harbor, WA
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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.Broker
D.A. Davidson & CO.
D.A. Davidson & CO.
Previous Registrations
Key Investment Services LLCBroker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations10 states
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
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