News Column

D.A. Davidson & Co. Names Jason Woodward to Oversee Advisor Hiring, Training

May 15, 2014



SEATTLE--(BUSINESS WIRE)-- D.A. Davidson & Co., the largest full-service investment firm based in the Northwest, today announced that Jason Woodward has joined the firm as vice president, director of new advisor acquisition and training.

Woodward oversees the hiring of new financial advisors, with a focus on potential candidates who are ready for a second professional career. He also administers three D.A. Davidson programs that train and nurture candidates who are considering or starting careers in financial services. These include an internship program for college students near or at graduation, and an intensive training program for financial advisors. The third program is a newly launched financial advisor apprenticeship designed to give candidates the structure, tools, strategies and resources they need as foundations for successful careers as advisors.

“Jason’s passion and commitment will serve Davidson well as our company continues its growth,” said Jim Kerr, president of Davidson Companies, D.A. Davidson & Co.’s parent company. “His work will allow us to ensure we have the best professionals, with the right talent and skills, to keep providing our clients with the truly personalized service they have come to expect.”

Woodward’s track record includes managing the financial advisor training program for the Southwest market of Merrill Lynch. In that role, he was responsible for training over 550 new advisors and also served as a key member of the market executive team. Previously, he was a wealth management banking resident manager, overseeing a team of bankers who partner with Merrill Lynch financial advisors.

Woodward joins D.A. Davidson’s Individual Investor Group, a growing business unit that encompasses all aspects of working with individual investors, families and businesses as they save and invest for the future. The Individual Investor Group is comprised of over 400 financial advisors and their professional staffs. Woodward works from the firm’s office in Newport Beach, Calif.

About D.A. Davidson & Co.

D.A. Davidson & Co. (www.dadavidson.com) is an employee-owned firm that has grown to become the largest full-service investment firm based in the Northwest. Founded almost 80 years ago, D.A. Davidson offers financial services and solutions from offices in 23 states, with a focus on key regional markets in the West and Midwest. Besides its Individual Investor Group services, the company provides investment banking, award-winning research, public finance, asset management, financial planning, insurance services and other investment services and products for individual, institutional, corporate and public sector clients.

D.A. Davidson is part of D.A. Davidson Companies, a multi-faceted financial services company known for offering a personalized touch and community commitment combined with a suite of sophisticated investment services. Also part of Davidson Companies are Davidson Investment Advisors, a professional asset management firm; D.A. Davidson Trust Company, a trust and wealth management firm; and Davidson Fixed Income Management, a registered investment adviser providing fixed income services.




Lane PR for D.A. Davidson Companies

Ming Lee Lacey, 917-340-7251

ming.lacey@lanepr.com

or

D.A. Davidson Companies

Jacquie Burchard

Office: 406-791-7465

Cell: 406-868-1392

JBurchard@dadco.com

Source: D.A. Davidson & Co.


For more stories on investments and markets, please see HispanicBusiness' Finance Channel



Source: Business Wire


Story Tools






HispanicBusiness.com Facebook Linkedin Twitter RSS Feed Email Alerts & Newsletters