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Eric S
Series 63, Series 65
Port Angeles, WA
D.A. Davidson & Co.
Eric Schaefermeyer is a financial advisor with D.A. Davidson & Co. holding Series 63 and Series 65 credentials and has 23 years of industry experience. He has been with D.A. Davidson & Co. since 2008. Schaefermeyer serves as a board member of the Port Angeles Athletic Education Foundation, a nonprofit organization supporting local high school athletics. 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 such as retirement plan advisory, comprehensive financial planning, and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.
Sean S
Series 66
Port Angeles, WA
D.A. Davidson & Co.
Sean Simmons is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. He holds the Series 66 designation and previously worked at Moss Adams LLP for three years. Simmons serves as a board member and chairs the vocational committee of the Nor'Wester Rotary Club of Port Angeles, where he is a past president. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charities, and corporations. The firm offers a range of services from retirement plan advisory and equity research to comprehensive financial planning and a private wealth program for high-net-worth clients.
Jodi K
Series 66
Port Angeles, WA
D.A. Davidson & Co.
Jodi Kortman is a financial advisor with D.A. Davidson & Co. based in Port Angeles, Washington. She holds a Series 66 designation and has 26 years of industry experience, including 18 years with her current firm. Kortman is also a commissioned notary public for the state of Washington. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.
Nicholas A
Series 66
Port Angeles, WA
D.A. Davidson & Co.
Nicholas Anderson is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds a Series 66 designation and has held roles at the University of Washington, Anthony's Homeport, Cascadia College, Nielsen Brothers Flooring, and Juanita High School. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.
Jazmin S
Series 66
Port Angeles, WA
D.A. Davidson & Co.
Jazmin Salgado Obeso is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and six years of experience. Prior to joining D.A. Davidson, she worked at PetStop, Haggen, and Dollar Tree. 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, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.
Kurt A
Series 63, Series 65
Port Angeles, WA
D.A. Davidson & Co.
Kurt Anderson is a financial advisor with D.A. Davidson & Co. in Port Angeles, WA. He holds Series 63 and Series 65 licenses and has 34 years of industry experience, including 18 years with his current firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.
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