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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Saburo Imatani is an investment advisor representative who is registered with D.a. Davidson & Co. in Denver, Colorado. Jarrod has been in the industry since January 2018 and holds Series 63, 65, and 53 licenses. In addition to his Colorado registrations, Jarrod is registered in all 50 states. Jarrod has a strong track record of providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. Jarrod is also a registered representative with D.a. Davidson & Co., and has a specialization in working with clients who need financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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2
CO
03/12/2024 - Present
D.a. Davidson & Co. (DENVER CO)
BC
Issued 02/17/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/11/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/30/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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