Jared Mccubbin is a registered investment advisor at D.A. Davidson & CO., based in Louisville, KY, with 19 years of industry experience. Jared 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
Louisville, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jared is a trustee for a relative's trust, spending minimal time administering it. He also works as the Head Baseball Coach at Kentucky Country Day School, dedicating a significant amount of time each week, and serves as a non-public arbitrator for FINRA, spending minimal time per month resolving securities and business disputes.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
State Registrations3 states
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