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Jason Michael Auten

Investment adviser representative at D.A. Davidson & Co.
11 yearsExperience
2 statesRegistered in
$41.8BFirm assets
32 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

11 years in the industry.

  1. D.A. Davidson & Co.Apr 2023 to now
  2. Wells Fargo Clearing Services, LLCNov 2016 to Apr 2023
  3. Wells Fargo Advisors, LLCJul 2015 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

D.A. Davidson & Co.

$41.8BAssets managed
70,118Clients
685Advisers
32 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4146751
Firm CRD
199
Advisor's SEC record (opens in a new tab)
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