Unclaimed Profile

Jacqueline Ann Beauprez

D.A. DAVIDSON & CO.·GREAT FALLS, Montana

SIE, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record8 years registeredD.A. DAVIDSON & CO.

8 THIRD STREET NORTH, GREAT FALLS, MT 59401CRD# 4075012Firm CRD# 199

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacqueline Ann Beauprez · GREAT FALLS, MT

Registration

CRD #4075012 · D.A. DAVIDSON & CO. · 8 years registered

Brand Profile

Not yet started

Career History

D.A. DAVIDSON & CO.

Jan 2026 – present

DAVIDSON FIXED INCOME MANAGEMENT, INC.

Dec 2020 – Mar 2023

DENVER, CO

D.A. DAVIDSON & CO.

Apr 2018 – Dec 2024

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · April 2, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

D.A. DAVIDSON & CO.

CRD 199 · SEC 801-45761

AUM

$36.2B

Regulatory assets under management

Employees

650

86,818 client accounts

Services offered by D.A. DAVIDSON & CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at D.A. DAVIDSON & CO. →

Introduction

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Frequently Asked Questions

What services does Jacqueline Ann Beauprez offer?

Jacqueline Ann Beauprez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREAT FALLS, Montana for a consultation.

What are Jacqueline Ann Beauprez's credentials?

Jacqueline Ann Beauprez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacqueline Ann Beauprez located?

Jacqueline Ann Beauprez is based in GREAT FALLS, Montana, working with D.A. DAVIDSON & CO.. Their office serves clients in the GREAT FALLS metropolitan area and surrounding communities.

How does Jacqueline Ann Beauprez charge for services?

Jacqueline Ann Beauprez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is D.A. DAVIDSON & CO.?

D.A. DAVIDSON & CO. has approximately 650 employees and manages $36.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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