Jay Allred, financial advisor Kennewick WA
90 score

Jay Allred

CRD Number: 6058551
Current Firm: D.a. Davidson & Company

Jay Allred (CRD# 6058551) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Kennewick, WA Jul 2012 - Current 4
D.a. Davidson & Company Kennewick, WA Apr 2012 - Jul 2012 < 1
Internal Revenue Service Richland, WA Jun 2009 - Apr 2012 2
Unemployed Richland, WA May 2009 - Jun 2009 < 1
Quality Inn Pullman, WA Sep 2007 - May 2009 1
College Student Pullman, WA Aug 2006 - Sep 2007 1
Hallmark Kennewick, WA Jan 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Jay K. Allred
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    9,918
    MILLIONS
  • Total Number of Accounts
    33,323
    ACCOUNTS
  • Average Account Value
    $297,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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