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Jamie H

Series 66

Jenks, OK

D.A. Davidson & Co.

Jamie Halverson is a financial advisor with D.A. Davidson & Co. in Jenks, OK, holding a Series 66 designation and 18 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at LPL Financial for six years. Outside of his advisory role, he serves as a part-time hockey referee. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and participates in municipal advisory and underwriting activities.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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