D.A. Davidson & Co. announced that Steve Jackson Jr., Senior Vice President, Financial Advisor and Branch Manager for the firm’s Pasadena, Claremont and Los Angeles offices, has received the Gerry Meyer Branch Manager of the Year Award.
The accolade recognizes branch managers for outstanding work and leadership in areas that include client service, staff retention and recruiting, support and ethics. Jackson was also last year’s recipient of the company’s prestigious Ian B. Davidson Cultural Excellence Award.
“We are pleased to honor Steve for his exceptional efforts in 2023, taking on the additional challenge of managing the L.A. branch and expanding the Pasadena branch,” said Jim Layden, Regional Director of the Golden State Region for D.A. Davidson. “Steve shows great care for all his employees and is passionate about educating his advisors on all subjects ranging from compliance to life’s key moments. He immerses himself in the details, is a great resource and takes pride in helping advisors grow their business.”
Jackson joined D.A. Davidson in 2013 through the merger with Crowell, Weedon & Co. He has earned the CERTIFIED FINANCIAL PLANNER™ certification and holds a bachelor’s degree from Loyola Marymount University.
D.A. Davidson Wealth Management offers an array of financial advice, services and solutions to individuals, families, businesses and institutions. For more than 88 years, the firm’s advisors have provided straightforward advice and personalized solutions to help build, protect and pass on wealth for generations.
About D.A. Davidson Companies
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha and Seattle, the company has approximately 1,620 employees and offices in 30 states.
Subsidiaries include: D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, equity and fixed income capital markets services, and advice; Davidson Investment Advisors, a professional asset management firm; and D.A. Davidson Trust Company, a trust and wealth management company.