JH
JH

Jordan Hart

8 Years of Experience
Seattle, WA
Broker

Jordan Hart is a registered investment advisor at D.A. Davidson & CO., based in Seattle, WA, with 8 years of industry experience. Jordan 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

701 5th Avenue, Suite 4050, Seattle, WA, 98104

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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.
November 2021 - Present · 4 yrs 6 mos
D.A. Davidson & CO.
November 2021 - Present · 4 yrs 6 mos
D.A. Davidson & CO.Broker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
John Hancock Investment Management, LLC
September 2019 - November 2021 · 2 yrs 2 mos
John Hancock Investment Management Distributors LLCBroker
September 2019 - November 2021 · 2 yrs 2 mos
Edward Jones
August 2017 - August 2019 · 2 yrs
Edward JonesBroker
July 2017 - August 2019 · 2 yrs 1 mo
State Registrations1 state
WA
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.
Jordan Hart - Financial Advisor | TrueAdvisor