Jeffrey
Hume

D.A. Davidson & Co

CRD#4183023
Investment Advisor
in Seattle, WA
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About this Advisor

Jeffrey Hume is a chartered financial analyst who works out of Seattle, Washington, who has been in the advisory business for 11 years. Hume is an employee of D.A. Davidson & Co. They have spent their whole time as a financial advisor at D.a. Davidson & Co. Hume has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Washington. D.A. Davidson & Co is a business based in Seattle, Washington. It has offices in 67 locations and a total of 515 employees. It administers $15 billion in assets between its 47,201 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 582 charities and foundations. Of its 47,201 customer accounts, 18% are associated with high-net-worth individuals who have at least $1 million in assets. D.A. Davidson & Co performs a number of services, such as 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. Fees charged by financial advisors usually depend on the type of services offered. However, fees billed by D.A. Davidson & Co may include any combination of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

11 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

Columbia Center, 701 5Th Avenue Suite 4050
Seattle, WA 98104

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D.A. Davidson & Co Brokerage Details

Total Assets Under Management

$17,105,038,923

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

630

WA Average: 66
Total Number of Accounts

53,308

WA Average: 6,076
Average Account Size

$320,872

WA 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

Jeffrey Hume Work History

Jeffrey has 11 years of experience.

2007 - Present (12 years)

D.A. Davidson & Co

Disclosures

Jeffrey Hume has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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