Miguel Jacobo
Investment adviser representative at D.A. Davidson & Co.
10 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
10 years in the industry.
- D.A. Davidson & Co.Oct 2024 to now
- LPL Financial, LLCMar 2022 to Oct 2024
- Partners Federal Credit UnionMar 2022 to Oct 2024
- JPMorgan Chase Bank, N.A.Jan 2021 to Mar 2022
- Ameriprise Financial Services, LLCJan 2020 to Dec 2020
- Ameriprise FinancialJan 2020 to Nov 2020
- Kinecta Federal Credit UnionAug 2018 to Dec 2019
- Wells Fargo Bank, N.A.Feb 2018 to Aug 2018
- Learn4lifeJun 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7219393
- Firm CRD
- 199