D.A. Davidson & Co
Answer a few questions and
get matched with an advisor.
About this Advisor
James Bonds is a financial advisor who lives in Denver, Colorado. Currently an investment advisor at D.A. Davidson & Co, they have accumulated 10 years of practice as a registered investment advisor. Bonds has a Series 63 license, qualifying the advisor as a securities representative. Bonds can serve investors in Colorado. Their career trajectory has included roles at D.A. Davidson & Co, Sandler O'Neill & Partners, Lp and Wells Fargo Securities, LLC. D.A. Davidson & Co is based out of Denver, Colorado, and operates out of 67 brick-and-mortar locations throughout the United States. As an advisor firm, D.A. Davidson & Co manages $15 billion in assets throughout 47,201 client accounts and retains more than 515 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the country. The firm manages 40,742 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 18% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. D.A. Davidson & Co can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
D.A. Davidson & Co Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Bonds Work History
James has 10 years of experience.
D.A. Davidson & Co
Wells Fargo Securities, LLC
Sandler O'Neill & Partners, Lp
James Bonds has no disclosures.
Please visit their SEC profile for more details.