Jamie Williams is a registered investment advisor at D.A. Davidson & CO., based in Sheridan, WY, with 10 years of industry experience. Jamie 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
2 North Main Street, Suite 102, Sheridan, WY, 82801
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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
Jamie is the treasurer of Young Guns Wrestling Club, a notary public for the State of Wyoming, and an online consultant for Epicure. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations42 states
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