Jeffrey Biermanski, financial advisor Everett WA

Jeffrey Biermanski

CRD Number: 4610593
Current Firm: D.a. Davidson & Company

Jeffrey Biermanski (CRD# 4610593) is an Investment Advisor Representative working at D.a. Davidson & Company in Everett, WA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Everett, WA Feb 2010 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2002
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Jeffrey P. Biermanski
Phone Number: 406-727-4200
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    20,661
    MILLIONS
  • Total Number of Accounts
    62,436
    ACCOUNTS
  • Average Account Value
    $330,909
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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