Jaclyn Lui is a registered investment advisor at D.A. Davidson & CO., based in Salt Lake City, UT, with 13 years of industry experience. Jaclyn 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
95 S State St, Suite 1500, Salt Lake City, UT, 84111
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jaclyn works as a notary, publishes videos on YouTube, and sells items on eBay. These activities are not investment-related and take minimal time overall.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Alpine Securities CorporationBroker
E*trade Securities LLCBroker
State Registrations43 states
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