Unclaimed Profile

James Patrick Kerr

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

SIE, Series 7, Series 8, Series 9, Series 10, Series 24, Series 31, Series 63Clean record17 years registeredD.A. DAVIDSON & CO.

8 THIRD STREET NORTH, GREAT FALLS, MT 59401CRD# 824040Firm CRD# 199

Profile Verification

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

Identity

James Patrick Kerr · GREAT FALLS, MT

Registration

CRD #824040 · D.A. DAVIDSON & CO. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

Aug 2008 – Dec 2014

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 24

Series 31

Series 63

Registration record

First registered · August 25, 2008

Years registered · 17

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 James Patrick Kerr offer?

James Patrick Kerr specializes in Financial Planning, Investment Management, Wealth Management.

What are James Patrick Kerr's credentials?

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

Where is James Patrick Kerr located?

James Patrick Kerr is based in GREAT FALLS, Montana, last registered with D.A. DAVIDSON & CO..

How does James Patrick Kerr charge for services?

James Patrick Kerr'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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