Jackson William Wohlenhaus
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.Feb 2023 to now
- Apple IncOct 2021 to Dec 2023
- Elkhorn Public SchoolsMay 2021 to Nov 2022
- Bacon for CongressSep 2020 to Nov 2020
- University of Nebraska At OmahaAug 2020 to Dec 2023
- Ntw Real Estate ServicesApr 2020 to Nov 2021
- Elkhorn South High SchoolAug 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 7706091
- Firm CRD
- 199