JP
CFP
JP
CFP

John Passuccio

21 Years of Experience
Missoula, MT
Broker

John Passuccio is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Missoula, MT, with 21 years of industry experience. John 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

283 W. Front Street, Suite 101, Missoula, MT, 59807

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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.
July 2004 - Present · 22 yrs 2 mos
D.A. Davidson & CO.Broker
July 2004 - Present · 22 yrs 2 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.