Unclaimed Profile

Jared C Mccubbin

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

D.A. DAVIDSON & CO.

8 THIRD STREET NORTH, GREAT FALLS, MT 59401CRD# 4969077Firm CRD# 199

Profile Verification

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

Identity

Jared C Mccubbin · GREAT FALLS, MT

Registration

CRD #4969077 · D.A. DAVIDSON & CO.

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Jared C Mccubbin is a registered financial advisor based in GREAT FALLS, Montana, affiliated with D.A. DAVIDSON & CO.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

D.A. DAVIDSON & CO.

AUM

$36.2B

Regulatory assets under management

Employees

650

Total firm employees

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

Services

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4969077

Firm CRD# 199

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jared C Mccubbin offer?

Jared C Mccubbin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREAT FALLS, Montana for a consultation.

What are Jared C Mccubbin's credentials?

Jared C Mccubbin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jared C Mccubbin located?

Jared C Mccubbin 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 Jared C Mccubbin charge for services?

Jared C Mccubbin'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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