Coeur D'Alene, ID N Lakewood Drive Office

Jarad Balch is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds the Series 66 designation and previously served in the U.S. Army for seven years. Outside of his advisory role, Balch is the vice president of the Special Forces Association Chapter 43, where he helps manage operations and organize events. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Jennifer Johnson is a financial advisor with D.A. Davidson & Co. in Coeur D'Alene, ID, holding a Series 66 designation and 10 years of industry experience. She has been with D.A. Davidson & Co. since 2013. Outside of her advisory role, she is a notary who notarizes documents for her firm and participates as a demonstrator for Stampin' Up for personal use. 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 ERISA plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Joel Bowlby is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2009. Outside of his advisory role, he serves as the President of the Board of Directors for Summit Christian Academy in Coeur d'Alene, Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Nathaniel Whalen is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Packard Wheeler Succession, Charles Schwab & Co., and Bass Pro Shops/Cabela's. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, and private wealth programs, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in its investment approach.

Natosha Duboise is a financial advisor at D.A. Davidson & Co. with 18 years at the firm and 8 years of industry experience. She holds a Series 66 designation. Outside of advisory services, she serves as 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, and charitable organizations. The firm offers services under fiduciary standards, utilizing both qualitative and quantitative analysis, and provides specialized solutions such as municipal advising and a Private Wealth planning program for high-net-worth clients.

Stephanie Brunner is a financial advisor at D.A. Davidson & Co. with six years of industry experience. She holds a Series 66 designation and previously worked at MB Builders & Development, LLC for seven years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. 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.

Kathleen Absec is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 1995. 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, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.