D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
New
Johnathan Simonson
Full name on record: Johnathan Liam Simonson
Financial advisor at D.A. Davidson & Co.
Johnathan Simonson is a fiduciary financial advisor in Seattle, Washington, registered since Apr 2026. Johnathan joined D.A. Davidson & Co. in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office701 5th Avenue Suite 4050, Seattle, WA 98104
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$552,040
Advisors at the firm696
States licensed ?1 state
Services through D.A. Davidson & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowD.A. Davidson & Co.Current firm
Contact Johnathan
(406) 727-4200Firm headquarters in Great Falls, MT. Ask for Johnathan. 701 5th Avenue Suite 4050Seattle, WA 98104Office · Get directions Facebook pageD.A. Davidson & Co.
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Questions to ask Johnathan
Tailored to Johnathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Johnathan
How do I contact Johnathan?
Call D.A. Davidson & Co. at (406) 727-4200 and ask for Johnathan Simonson. Johnathan works from the Seattle, WA office.
How long has Johnathan been a financial advisor?
Johnathan is new to the profession, registered since Apr 2026, and holds 2 licenses.
What licenses does Johnathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Johnathan a fiduciary?
Johnathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Johnathan paid?
D.A. Davidson & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Johnathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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