JH
JH

Jacob Howard

10 Years of Experience
Eagle, ID
Broker

Jacob Howard is a registered investment advisor at D.A. Davidson & CO., based in Eagle, ID, with 10 years of industry experience. Jacob 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

435 E Shore Dr, Suite 110, Eagle, ID, 83616

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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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Employment History
Current Registrations
D.A. Davidson & CO.
March 2023 - Present · 3 yrs 4 mos
D.A. Davidson & CO.
March 2023 - Present · 3 yrs 4 mos
D.A. Davidson & CO.Broker
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
January 2022 - March 2023 · 1 yr 2 mos
UBS Financial Services INC.Broker
January 2022 - March 2023 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2015 - January 2022 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2015 - January 2022 · 6 yrs 7 mos
State Registrations29 states
AZCACOCTDCFLGAIDINMAMDMIMNMOMTNCNDNENJNMNVNYOHORSCTXUTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jacob Howard - Financial Advisor | TrueAdvisor