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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allan Hume is a financial advisor with over 20 years of experience in the industry. Jeffrey has been with D.A. Davidson & Co. since 2007. Prior to that, Jeffrey was employed at Wells Fargo Investments, LLC and Banc of America Investment Services, Inc. Jeffrey is a Chartered Financial Analyst and holds Series 7, 63, 55, SIE, and 57TO licenses. Jeffrey has expertise in financial planning, portfolio management for individuals and businesses, pension consulting, and providing educational seminars.
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
WA
08/13/2007 - Present
D.a. Davidson & Co. (SEATTLE WA)
WA
12/05/2005 - 08/13/2007
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
MA
09/24/2004 - 10/26/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/02/2001 - 01/08/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/08/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 09/04/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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