JM
JM

Jeremy Mccullough

4 Years of Experience
Burlington, WA
Broker

Jeremy Mccullough is a registered investment advisor at D.A. Davidson & CO., based in Burlington, WA, with 4 years of industry experience. Jeremy 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

195 E. George Hopper Road, Burlington, WA, 98233

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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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Other Business Activities

Jeremy is a high school golf coach at Mount Vernon Christian School, starting in February 2022. This activity, which is not investment-related, requires a significant time commitment of approximately 10 hours per week.

Employment History
Current Registrations
D.A. Davidson & CO.
June 2021 - Present · 5 yrs 1 mo
D.A. Davidson & CO.Broker
May 2021 - Present · 5 yrs 2 mos
State Registrations24 states
AKAZCACOCTFLGAHIIAIDKYLAMAMTNCNHNVORPASCTXUTVAWA
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.
Jeremy Mccullough - Financial Advisor | TrueAdvisor