JD
JD
John Distad
50 Years of Experience
Camarillo, CA
2 DisclosuresBroker
John Distad is a registered investment advisor at D.A. Davidson & CO., based in Camarillo, CA, with 50 years of industry experience. John 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
Camarillo, CA
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.Broker
November 2013 - Present · 12 yrs 6 mos
D.A. Davidson & CO.
November 2013 - Present · 12 yrs 6 mos
D.A. Davidson & CO.
November 2013 - Present · 12 yrs 6 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
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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.