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
“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
Source: D.A. Davidson & Co.