Jacob Halsey is a registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 2 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
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
8 Third Street North, Great Falls, MT, 59401-3104
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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 →Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Fortress Private Ledger, LLCBroker
Fortress Private Ledger, LLC
State Registrations2 states
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