Jake Mckee is a registered investment advisor at D.A. Davidson & CO., based in Omaha, NE, with 21 years of industry experience. Jake 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
450 Regency Parkway, Suite 400, Omaha, NE, 68114
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2012Other Business Activities
Jake is the treasurer for the Eagle Run West HOA, a non-investment related homeowners association. He spends minimal time on this activity, collecting dues and paying bills.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Smith Hayes Advisers INC
Smith Hayes Financial Services CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations22 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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