Jesse Fox
Investment adviser representative at D.A. Davidson & Co.
10 yearsExperience
1 stateRegistered 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.Jan 2025 to now
- D. A. Davidson & Co.Jun 2024 to now
- J.P. Morgan Securities LLCSep 2023 to May 2024
- JPMorgan Chase Bank, N.A.Sep 2023 to May 2024
- Northwestern Mutual Life Insurance CompanyJun 2021 to Sep 2023
- Proud LarrysOct 2019 to May 2020
- The Graduate OxfordSep 2019 to Oct 2019
- Outland Boat ToursJun 2019 to Sep 2019
- University of MississippiAug 2017 to May 2021
- Vector MarketingMay 2017 to Sep 2019
- UnemployedAug 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7401610
- Firm CRD
- 199