D.A. Davidson Names Jason Woodward to Lead Advisor Hiring, Training
1. D.A. Davidson & Co. Names Jason Woodward to Oversee
Advisor Hiring, Training
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. These include an internship program for
college students near or at graduation, and an intensive training program for financial advisors.
Davidson Trust Company, a trust and wealth management firm; and Davidson Fixed Income
Management, a registered investment adviser providing fixed income services.
. Davidson is part of D.A. Davidson & Co.
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. Davidson offers financial services and solutions from
offices in 23 states, with a focus on key regional markets in the West and Midwest. In that role, he
was responsible for training over 550 new advisors and also served as a key member of the market
executive team. 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. "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. 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. Founded almost 80 years ago, D.A. Davidson & Co. The Individual Investor
Group is comprised of over 400 financial advisors and their professional staffs. Davidson programs
that train and nurture candidates who are considering or starting careers in financial services.
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.
SEATTLE--(BUSINESS WIRE)--D.A. He also administers three D.A. 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
2. products for individual, institutional, corporate and public sector clients.
D.A. Woodward works from the firm's office in Newport Beach, Calif.
About D.A. Davidson & Co.'s parent company. (www.dadavidson.com) is an employee-owned firm
that has grown to become the largest full-service investment firm based in the Northwest. Also part
of Davidson Companies are Davidson Investment Advisors, a professional asset management firm;
D.A