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James Martin Nelson

D.a. Davidson & Co.

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About James Martin Nelson

James Martin Nelson is a financial advisor with D.a. Davidson & Co. based in Seattle, Washington. James has been in the industry since 1992 and has experience in various financial services. James has Series 63, SIE, Series 50 and Series 52 licenses and is registered in Idaho, Oregon and Washington. Before joining D.a. Davidson & Co., James was with Martin Nelson & Co., INC. and U.S. BANCORP SECURITIES. James specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, and Portfolio Management for Individuals.

Firm Information

James Nelson is currently registered with D.a. Davidson & Co.. D.A. Davidson & Co. is a corporation that was formed in May 1935, and has its main office located in GREAT FALLS, Montana. They offer a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. They also provide selection of other advisors and manage portfolios for investment companies and pooled investment vehicles. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. Their regulatory assets under management total $36,175,333,459.
D.a. Davidson & Co.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401

$36.18B

Assets Under Management

1,000

Total Clients

1,002

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Nelson’s Registration & Firm History

WA

01/04/2013 - Present

D.a. Davidson & Co. (SEATTLE WA)

WA

06/09/1995 - 01/07/2013

MARTIN NELSON & CO., INC. (SEATTLE WA)

OR

10/19/1992 - 04/13/1995

U.S. BANCORP SECURITIES (PORTLAND OR)

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Licenses & Designations

BC

Issued 11/15/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 02/12/1991

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Martin Nelson.
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