Unclaimed Profile

James Lee Cronk

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

SIE, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 27, Series 55, Series 57TO, Series 79TO, Series 99TOClean record28 years registeredD.A. DAVIDSON & CO.

8 THIRD STREET NORTH, GREAT FALLS, MT 59401CRD# 1104799Firm CRD# 199

Profile Verification

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

Identity

James Lee Cronk · GREAT FALLS, MT

Registration

CRD #1104799 · D.A. DAVIDSON & CO. · 28 years registered

Brand Profile

Not yet started

Career History

D.A. DAVIDSON & CO.

Nov 2013 – present

CROWELL WEEDON & CO.

Nov 2013 – Nov 2013

LOS ANGELES, CA

CROWELL, WEEDON & CO.

Dec 1997 – Nov 2013

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 8

Series 9

Series 10

Series 24

Series 27

Series 55

Series 57TO

Series 79TO

Series 99TO

Registration record

First registered · December 31, 1997

Years registered · 28

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

Speak with James Lee

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James Lee is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREAT FALLS?

Browse all registered financial advisors in GREAT FALLS, Montana or claim this profile if it's yours.

Browse GREAT FALLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Lee Cronk offer?

James Lee Cronk specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREAT FALLS, Montana for a consultation.

What are James Lee Cronk's credentials?

James Lee Cronk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Lee Cronk located?

James Lee Cronk 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 James Lee Cronk charge for services?

James Lee Cronk'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →