![Jim Kerr](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
James Patrick Kerr worked as an Investment Broker at Foster & Marshall, Inc. He was a Regional Manager at Wells Fargo Bank, NA (Private Banking) and at Dain Bosworth, Inc. He served as President at Ragen MacKenzie Group, Inc. He was President & Chief Executive Officer at D.
A. Davidson Cos.
from 2005 to 2016 and at D.A. Davidson & Co. (Investment Management) from 2015 to 2018.
He was Executive Chairman at D.
A. Davidson & Co. from 2022 to 2023.
Mr. Kerr completed undergraduate studies at the University of Oregon.
Precedenti posizioni note di Jim Kerr
| Società | Posizione | Fine |
|---|---|---|
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance Provides brokerage services | Amministratore Delegato | 01/01/2022 |
D.A. Davidson & Co. (Investment Management)
 D.A. Davidson & Co. (Investment Management) Investment ManagersFinance DAD-IM offers a variety of equity and taxable/tax-exempt fixed income investment strategies. Each of their investment strategies adheres to the core elements of their investment philosophy, taking a long-term, research-based, and risk-aware approach. | Amministratore Delegato | - |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities. | Corporate Officer/Principal | - |
Ragen MacKenzie Group, Inc.
 Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Dain Bosworth, Inc.
 Dain Bosworth, Inc. Investment Banks/BrokersFinance Operates as security brokers and investment bankers | Corporate Officer/Principal | - |
Formazione di Jim Kerr
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
100
+
Relazioni di 1° grado
8
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 8 |
|---|---|
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Ragen MacKenzie Group, Inc.
Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Dain Bosworth, Inc.
Dain Bosworth, Inc. Investment Banks/BrokersFinance Operates as security brokers and investment bankers | Finance |
D. A. Davidson Cos.
 D. A. Davidson Cos. Investment ManagersFinance Provides wealth management and financial services | Finance |
University of Oregon
 University of Oregon Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank-PB offers a team-based approach focused on client’s unique needs and creates a dynamic wealth management plan that is designed to grow and reflect client’s evolving goals and priorities. | Finance |
Foster & Marshall, Inc.
 Foster & Marshall, Inc. Financial ConglomeratesFinance Provides financial investment services | Finance |
D.A. Davidson & Co. (Investment Management)
D.A. Davidson & Co. (Investment Management) Investment ManagersFinance DAD-IM offers a variety of equity and taxable/tax-exempt fixed income investment strategies. Each of their investment strategies adheres to the core elements of their investment philosophy, taking a long-term, research-based, and risk-aware approach. | Finance |
