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Mark B
Series 63, Series 65
Pocatello, ID
D.A. Davidson & Co.
Mark Buckalew is a financial advisor with D.A. Davidson & Co. in Pocatello, ID, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with D.A. Davidson & Co. since 2009. Outside of his advisory role, Buckalew serves as chairman of the Portneuf Health Trust, a non-profit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.
Jennifer E
Series 63, Series 65
Pocatello, ID
D.A. Davidson & Co.
Jennifer Emfield is a financial advisor with D.A. Davidson & Co. in Pocatello, ID, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with D.A. Davidson & Co. since 2008. Emfield serves as Secretary/Treasurer for the Daughters of Utah Pioneers Bannack North Company, a historical and heritage nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, equity research, financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards.
Kelli J
Series 63, Series 65
Pocatello, ID
D.A. Davidson & Co.
Kelli Jensen is a financial advisor at D.A. Davidson & Co. with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2009. Outside of her advisory role, she is a notary public for the state of Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.
Aaron B
CFP®, Series 66
Pocatello, ID
D.A. Davidson & Co.
Aaron Buckalew is a CFP® professional with 17 years of experience, currently serving at D.A. Davidson & Co. since 2009. He holds Series 66 registration and is based in Pocatello, ID. Outside of his advisory role, Buckalew is a board member of the Bengal Athletic Boosters, a nonprofit organization supporting student scholarships, and he manages the operations of Solitude Adventures, LLC. 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 operates under fiduciary standards and offers a range of services including retirement plan advisory, comprehensive financial planning, and private wealth programs for clients with over $20 million in net worth.
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