JD
JD
John Distad is a registered investment advisor at D.A. Davidson & CO., based in Ventura, CA, with 51 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
695 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
One-Time Plan:$1,500 - $15,000
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Location
60 South California St., Suite 301, Ventura, CA, 93001
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2005Denied
Customer Dispute
July 1988Settled
Employment History
Current Registrations
D.A. Davidson & CO.
November 2013 - Present · 12 yrs 11 mos
D.A. Davidson & CO.
November 2013 - Present · 12 yrs 11 mos
D.A. Davidson & CO.Broker
November 2013 - Present · 12 yrs 11 mos
Previous Registrations
Crowell Weedon & CO.
November 2013 - November 2013 · 0 mos
Crowell Weedon & CO.Broker
November 2013 - November 2013 · 0 mos
Crowell, Weedon & CO.Broker
December 2010 - November 2013 · 2 yrs 11 mos
Crowell, Weedon & CO.
December 2010 - November 2013 · 2 yrs 11 mos
UBS Financial Services INC.
July 1997 - December 2010 · 13 yrs 5 mos
UBS Financial Services INC.Broker
December 1994 - December 2010 · 16 yrs
Dean Witter Reynolds INC.Broker
February 1978 - December 1994 · 16 yrs 10 mos
Dean Witter & CO. IncorporatedBroker
April 1975 - February 1978 · 2 yrs 10 mos
State Registrations29 states
ALAZCACODCFLGAHIIDINMAMEMIMNMOMTNCNENJNMNVNYORSCTXUTVAWAWI
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.
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