Jeremy Elbert, financial advisor West Fargo ND

Jeremy Elbert

CRD Number: 4230689
Current Firm: D.a. Davidson & Company

Jeremy Elbert (CRD# 4230689) is an Investment Advisor Representative working at D.a. Davidson & Company in West Fargo, ND and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company West Fargo, ND Jan 2019 - Current 2
Rbc Capital Markets, LLC Fargo, ND Jul 2000 - Jan 2019 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeremy M. Elbert
Phone Number: 406-727-4200
Registered State(s):
  • ND
  • TX
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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