James
Bonds

D.A. Davidson & Co

CRD#5620685
Investment Advisor
in Denver, CO
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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

Series 63, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

1550 Market Street Suite 300
Denver, CO 80202

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D.A. Davidson & Co Brokerage Details

Total Assets Under Management

$15,150,306,632

CO Average: $2,609,029,241
Total Number of Employees

515

CO Average: 66
Total Number of Accounts

47,201

CO Average: 6,076
Average Account Size

$320,974

CO Average: $429,399

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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.

2015 - Present (4 years)

D.A. Davidson & Co

2012 - 2015 (3 years)

Wells Fargo Securities, LLC

2008 - 2012 (4 years)

Sandler O'Neill & Partners, Lp

Disclosures

James Bonds has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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