John Vreeburg, financial advisor Carlsbad CA

John Vreeburg

CRD Number: 2001887
Current Firm: D.a. Davidson & Company

John Vreeburg (CRD# 2001887) is an Investment Advisor Representative working at D.a. Davidson & Company in Carlsbad, CA and has over 34 years of experience in the finance industry. John Vreeburg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
D.a. Davidson & Co Carlsbad, CA Jul 2014 - Current 9
D.a. Davidson & Company San Diego, CA Nov 2013 - Jul 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1989
S65 NASAA Investment Advisors Law Examination May 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John N. Vreeburg
Phone Number: 406-727-4200
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    27,925
    MILLIONS
  • Total Number of Accounts
    81,264
    ACCOUNTS
  • Average Account Value
    $343,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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