Profil
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.
Tidigare kända positioner av Jim Kerr
| Företag | Position | Slut |
|---|---|---|
D. A. Davidson & Co.
D. A. Davidson & Co. Investment Banks/BrokersFinance Provides brokerage services | Verkställande Direktör | 2022-01-01 |
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. | Verkställande Direktör | - |
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. | Företagsledare/Principal | - |
Ragen MacKenzie Group, Inc.
Ragen MacKenzie Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Företagsledare/Principal | - |
Dain Bosworth, Inc.
Dain Bosworth, Inc. Investment Banks/BrokersFinance Operates as security brokers and investment bankers | Företagsledare/Principal | - |
Jim Kerrs utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 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 |
















