Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Bond is a financial professional with over 23 years of experience in the financial services industry. Jane is currently registered with D.a. Davidson & Co. Prior to joining D.a. Davidson & Co., Jane was a registered representative at Stifel, Nicolaus & Company, Incorporated. Jane has a wide range of experience in the financial services industry, and is committed to providing her clients with personalized advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MT
05/08/2023 - Present
D.a. Davidson & Co. (MISSOULA MT)
WA
06/20/2019 - 04/21/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (TACOMA WA)
WA
11/26/2014 - 07/08/2019
RBC CAPITAL MARKETS, LLC (Tacoma WA)
WA
08/04/2014 - 11/20/2014
PURSHE KAPLAN STERLING INVESTMENTS (GIG HARBOR WA)
WA
05/25/2006 - 02/28/2014
RBC CAPITAL MARKETS, LLC (GIG HARBOR WA)
WA
01/05/2005 - 06/05/2006
WELLS FARGO INVESTMENTS, LLC (TACOMA WA)
NY
10/14/2004 - 01/13/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MT
04/13/1999 - 10/01/2004
D.A. DAVIDSON & CO. (GREAT FALLS MT)
BOTH
Issued 05/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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