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Detailed Report
JORDAN WERNER
CRD#: 2150178
IA
Investment Adviser
B
Broker
D.A. DAVIDSON & CO.CRD#: 199 TWO CENTERPOINTE DRIVE
SUITE 200
LAKE OSWEGO, OR 97305
Registration History
1995200020052010201520202025IAD.A. DAVIDSON & CO. (CRD# 199)2002 - Present (22 years)BD.A. DAVIDSON & CO. (CRD# 199)1991 - Present (33 years)IADAVIDSON INVESTMENT ADVISORS, INC. (CRD# 110552)2002 - 2004 (2 years)
License(s)

State Registrations

B
Arizona 1/24/1997
B
New Hampshire 8/21/2008
B
California 6/4/1993
B
New Mexico 2/21/2024
IA
California 1/17/2024
B
New York 4/25/1997
B
Colorado 9/14/2018
B
North Carolina 9/17/2018
B
District of Columbia 2/13/2020
B
North Dakota 7/12/2023
B
Florida 1/23/1995
B
Ohio 2/13/2020
B
Georgia 2/13/2020
B
Oklahoma 7/12/2023
B
Hawaii 2/13/2020
B
Oregon 9/14/2018
B
Idaho 2/3/1993
IA
Oregon 9/14/2018
B
Illinois 9/14/2018
B
South Carolina 9/7/2022
B
Maine 9/14/2018
B
Tennessee 11/23/2020
B
Maryland 2/13/2020
B
Texas 2/13/2020
B
Massachusetts 9/14/2018
IA
Texas 2/18/2020
B
Michigan 9/14/2018
B
Washington 2/2/1993
B
Montana 8/16/1991
B
Wisconsin 12/6/2023
B
Nevada 2/13/2020
B
Wyoming 12/5/2008

SRO Registrations

B
 FINRA
B
 Nasdaq Stock Market

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Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
D.A. DAVIDSON & CO. (CRD#:199)
TWO CENTERPOINTE DRIVE SUITE 200, LAKE OSWEGO, OR 97305
La Quinta, CA
Registered with this firm since 4/24/2002
B
D.A. DAVIDSON & CO. (CRD#:199)
TWO CENTERPOINTE DRIVE SUITE 200, LAKE OSWEGO, OR 97305
La Quinta, CA
Registered with this firm since 7/11/1991
Previous Registration(s)
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IA
 06/27/2002 - 11/08/2004 DAVIDSON INVESTMENT ADVISORS, INC. (CRD#:110552) GREAT FALLS, MT
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.