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Miguel Jacobo

D.a. Davidson & Co.

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About Miguel Jacobo

Miguel Jacobo is a financial advisor with D.a. Davidson & Co., providing financial advice since June 28, 2020. Miguel is licensed in California and Texas and has been registered with the Financial Industry Regulatory Authority (FINRA) since March 24, 2022. Miguel specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Miguel's experience includes roles at Ameriprise Financial, Kinecta Federal Credit Union, Wells Fargo Bank, State Farm, Academy Benefits Insurance Agency, JPMorgan Chase Bank and LPL Financial. In addition to the Series 66, Miguel also holds the Series 7TO and the SIE securities licenses.

Firm Information

Miguel Jacobo 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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Miguel Jacobo’s Registration & Firm History

CA

10/14/2024 - Present

D.a. Davidson & Co. (Porter Ranch CA)

CA

02/03/2021 - 03/13/2022

J.P. MORGAN SECURITIES LLC (LANCASTER CA)

NV

05/07/2020 - 12/21/2020

AMERIPRISE FINANCIAL SERVICES, LLC (Las Vegas NV)

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Licenses & Designations

BOTH

Issued 06/09/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/07/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Miguel Jacobo.
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