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D.A. Davidson & Co. Names Jason Woodward to Oversee Advisor Hiring, Training
1. D.A. Davidson & Co. Names Jason Woodward to Oversee
Advisor Hiring, Training
Woodward works from the firm's office in Newport Beach, Calif.
About D.A. Davidson is part of D.A. The Individual Investor Group is comprised of over 400 financial
advisors and their professional staffs. These include an internship program for college students near
or at graduation, and an intensive training program for financial advisors. Davidson & Co.
SEATTLE--(BUSINESS WIRE)--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 products for individual, institutional,
corporate and public sector clients.
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. 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. Davidson & Co.
D.A. Davidson & Co.'s parent company. 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. Also part of Davidson Companies are Davidson Investment Advisors, a
professional asset management firm; D.A. 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. (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'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. "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."
2. Woodward's track record includes managing
the financial advisor training program for the
Southwest market of Merrill Lynch. He also
administers three D.A. Davidson programs that
train and nurture candidates who are
considering or starting careers in financial
services. Davidson Trust Company, a trust and
wealth management firm; and Davidson Fixed
Income Management, a registered investment
adviser providing fixed income services.