Unclaimed Profile

Paul Jacob Grieger

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

SIE, Series 7, Series 50, Series 52TO, Series 53, Series 54, Series 66Clean record24 years registeredD.A. DAVIDSON & CO.

8 THIRD STREET NORTH, GREAT FALLS, MT 59401CRD# 3076117Firm CRD# 199

Profile Verification

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

Identity

Paul Jacob Grieger · GREAT FALLS, MT

Registration

CRD #3076117 · D.A. DAVIDSON & CO. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

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

KIRKPATRICK PETTIS

May 2002 – Oct 2002

OMAHA, NE

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 50

Series 52TO

Series 53

Series 54

Series 66

Registration record

First registered · May 14, 2002

Years registered · 24

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 Paul Jacob

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

Not sure if Paul Jacob 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 Paul Jacob Grieger offer?

Paul Jacob Grieger specializes in Financial Planning, Investment Management, Wealth Management.

What are Paul Jacob Grieger's credentials?

Paul Jacob Grieger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Jacob Grieger located?

Paul Jacob Grieger is based in GREAT FALLS, Montana, last registered with D.A. DAVIDSON & CO..

How does Paul Jacob Grieger charge for services?

Paul Jacob Grieger'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 →