James Zuberbuhler is a registered investment advisor at D.A. Davidson & CO., based in Sandpoint, ID, with 18 years of industry experience. James 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
805 Pine Street, Sandpoint, ID, 83864
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is involved with several non-investment related activities, including chairing the board of trustees for Forrest Bird Charter School and Bonner County Communiversity, and serving as race director and board member for Long Bridge Swim and board member for Kaniksu Land Trust. He also owns rental property in New Braintree, MA.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations26 states
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