Tacoma, WA Office

Jason Hall is a CFP® with five years of industry experience, currently affiliated with D.A. Davidson & Co. He previously worked at Key Bank NA for 33 years. 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, offering both comprehensive financial planning and specialized wealth management programs. The firm operates under fiduciary standards and integrates qualitative and quantitative analysis in its advisory services.

Warren Mach is a financial advisor at D.A. Davidson & Co. in Tacoma, WA, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with D.A. Davidson & Co. since 2010. Outside of his advisory role, he serves as CFO of Asphalt Patch Systems, a non-investment-related corporation based in Puyallup, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored 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 incorporating both qualitative and quantitative analysis.