MJ
MJ

Matthew Jennings

20 Years of Experience
Denver, CO
Broker

Matthew Jennings is a registered investment advisor at D.A. Davidson & CO., based in Denver, CO, with 20 years of industry experience. Matthew 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

1550 Market Street, Suite 300, Denver, CO, 80202

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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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Other Business Activities

Matthew serves on the board of directors for Isham Land Company, a non-investment related corporation. He spends minimal time on this activity.

Employment History
Current Registrations
D.A. Davidson & CO.
December 2008 - Present · 17 yrs 5 mos
D.A. Davidson & CO.
December 2008 - Present · 17 yrs 5 mos
D.A. Davidson & CO.Broker
December 2008 - Present · 17 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2006 - November 2008 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2006 - November 2008 · 2 yrs 7 mos
Morgan Stanley
August 2005 - April 2006 · 8 mos
Morgan Stanley Dw INC.Broker
June 2005 - April 2006 · 10 mos
State Registrations50 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.