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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."
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.

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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.