Profil
James Patrick Kerr's current job(s) include being the Executive Chairman at D.
A.
Davidson & Co. and D.
A.
Davidson Cos.
Mr. Kerr's former job(s) include being the President & Chief Executive Officer at D.A.
Davidson & Co. (Investment Management), President at Ragen MacKenzie Group, Inc., Regional Manager at Dain Bosworth, Inc., Regional Manager at Wells Fargo Bank, NA (Private Banking), and Investment Broker at Foster & Marshall, Inc.
.
Mr. Kerr's education history includes completing his undergraduate degree at the University of Oregon.
Aktive Positionen von Jim Kerr
Unternehmen | Position | Beginn |
---|---|---|
D. A. Davidson Cos.
D. A. Davidson Cos. Investment Banks/BrokersFinance D. A. Davidson Cos. provides investment banking services. Its services include integrated brokerage, capital markets and money, and trust and wealth management services. The company operates through D.A. Davidson and Co., Investment Advisors, Trust Co., Fixed Income Management, and Davidson Travel. D. A. Davidson was founded in 1935 and is headquartered in Great Falls, MT. | Vorsitzender | - |
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Vorsitzender | 01.01.2018 |
Ehemalige bekannte Positionen von Jim Kerr
Unternehmen | Position | Ende |
---|---|---|
D.A. Davidson & Co. (Investment Management)
D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the asset management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm is a subsidiary of D.A. Davidson Companies, a financial service holding company. Founded in 1935, DAD-IM provides professional money management services to a variety of individual and institutional clients. | Vorstandsvorsitzender | - |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for high-net-worth individuals. | Corporate Officer/Principal | - |
Dain Bosworth, Inc. | Corporate Officer/Principal | - |
Ragen MacKenzie Group, Inc.
Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC. | Corporate Officer/Principal | - |
Foster & Marshall, Inc. | Corporate Officer/Principal | - |
Ausbildung von Jim Kerr
University of Oregon | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 7 |
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D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Finance |
Ragen MacKenzie Group, Inc.
Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Founded in 1982, Ragen MacKenzie Group, Inc. (NYSE: RMG) is a full-service brokerage firm headquartered in Seattle. They are an affiliate of Wells Fargo Investments LLC and a subsidiary of Wells Fargo & Co. (NYSE: WFC). With additional offices nationwide, the firm provides value-oriented, objective research. They focus on the following industries: aerospace, air freight, biotechnology, financial services, forest products, healthcare, insurance, manufacturing, retail, semiconductors, software, technology, transportation, utilities and other special situations. Ragen Mackenzie searches for companies nationwide that are undervalued in the marketplace and that demonstrate strong long-term fundamental characteristics, yet have not been recognized by the majority of investors. The firm is a member of the SIPC. | Finance |
Dain Bosworth, Inc. | Finance |
D. A. Davidson Cos.
D. A. Davidson Cos. Investment Banks/BrokersFinance D. A. Davidson Cos. provides investment banking services. Its services include integrated brokerage, capital markets and money, and trust and wealth management services. The company operates through D.A. Davidson and Co., Investment Advisors, Trust Co., Fixed Income Management, and Davidson Travel. D. A. Davidson was founded in 1935 and is headquartered in Great Falls, MT. | Finance |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for high-net-worth individuals. | Finance |
Foster & Marshall, Inc. | Finance |
D.A. Davidson & Co. (Investment Management)
D.A. Davidson & Co. (Investment Management) Investment ManagersFinance D.A. Davidson & Co. (Investment Management) (DAD-IM) is the asset management division of D.A. Davidson & Co., a registered broker-dealer headquartered in Great Falls, Montana. The firm is a subsidiary of D.A. Davidson Companies, a financial service holding company. Founded in 1935, DAD-IM provides professional money management services to a variety of individual and institutional clients. | Finance |