Kennewick, WA Office

Jay Allred is a Series 66-credentialed advisor with D.A. Davidson & Co. in Kennewick, WA, where he has 14 years of industry experience. He has worked with D.A. Davidson & Co. since 2012. 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 operates under fiduciary standards and offers services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Stanley Allred is a financial advisor with D.A. Davidson & Co. in Kennewick, WA, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with D.A. Davidson & Co. since 2009. Outside of his advisory work, he serves as Assistant Financial Clerk at the Church of Jesus Christ of Latter-Day Saints, assisting with budget planning and income and expense reporting. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management for high-net-worth individuals, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

James Anderson is a CFP® professional with 23 years of industry experience, currently serving at D.A. Davidson & Co. since 2006. He holds the Series 66 designation and is based in Kennewick, WA. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides services under the Advisers Act fiduciary standard and ERISA fiduciary duties, utilizing both qualitative and quantitative analysis to recommend and monitor investments, and also engages in municipal advisory and underwriting activities.

Dustan Allred is a financial advisor at D.A. Davidson & Co. in Kennewick, WA, with 12 years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson & Co. since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, equity research, and comprehensive financial planning, adhering to a fiduciary standard in its advisory work.

Harper Jones III is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones for six years and had a one-year tenure at Red Robin prior to joining his current firm. Harper is based in Kennewick, WA. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative methods in investment recommendations.