Jeffrey Nesset is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Lewiston, ID, with 44 years of industry experience. Jeffrey 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
44 5th Street, Lewiston, ID, 83501-6268
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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.
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Jeffrey is a member of the LLC for Capital Street Properties, board member for Idaho Housing and Finance Association, and sets policy for Jack O'Connor Hunting Heritage and Education Center. He also sells timber from his personal property.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Davidson Investment Advisors, INC.
State Registrations32 states
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