Our Team
OUR FINANCIAL ADVISORS
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John Reitnouer SVP, Financial Advisor, CA Ins. Lic #0A79579 (213) 244-9217
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Katherine Reitnouer, CPFA™ Senior Financial Advisor (213) 244-9298 |
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Suzy Lawrence Senior Vice President, (213) 620-1850 |
David Nathan, CWS® Vice President, (213) 244-9351 |
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David Bland, CWS® Senior Vice President, CA Ins. Lic #0A47219 (213) 244-9278 Click HERE to see more about David |
Joshua D. Anspaugh, CPFA™ Financial Advisor (213) 244-9289 http://www.blandanspaughwm.com
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Andrew Crowell, CWS® Senior Vice President (213) 244-9237 |
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View the background of Our Firm and Investment Professionals on FINRA's BrokerCheck. |
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Click HERE to have one of our advisors contact you with more information.
OUR CLIENT SUPPORT TEAM
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Angie Becker Senior Registered Associate (213) 244-9310 abecker@dadco.com |
Robert Morales Jr. Senior Registered (213) 244-9267 |
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Rachel Diaz Branch Operations Associate (213) 244-9242 rdiaz@dadco.com
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Marsha Williams Senior Registered Associate (213) 244-9231
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Tamara Kazan Client Associate (213) 244-9372
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Summer Odin, CFP® Registered Client Associate CA Ins. Lic #0I78059 (213) 244-9333 |
TRADING AND INSTITUTIONAL SALES
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Linda Kuratomi Vice President, CA Ins. Lic #0A38480 (213) 244-9389
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Frederick Kuo Municipal Bond Trader (213) 244-9215
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Ralph MacMillan Vice President, Market Maker, (213) 244-9221
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Anthony Pauling Associate Vice President, (213) 244-9221
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Michael Shelton Associate Vice President, (213) 244-9315
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Kyle Kucharski Senior Vice President, Institutional Sales (212) 223-5361
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George Dulcich Senior Vice President, (213) 244-9260 |
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WEALTH PLANNING
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Danielle Thies, CFP®, FPQP™ Associate Vice President, (213) 244-9324
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OPERATIONS
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Gene Hidalgo Margin Clerk (213) 244-9249 |
E. J. Johnson, Jr. Margin Clerk (213) 244-9360
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Anne Hua Clearance and Settlement Specialist (213) 244-9336
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Christine Chan Clearance and Settlement Specialist (213) 244-9276
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Chely Pachmann Associate Vice President, (213) 620-1850
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Charles Morgan Estate and Security Processing Specialist (213) 244-9204
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Victor Storck Executive Assistant (213) 244-9309
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Leonard Smith Administrative Services Technician (213) 244-9550
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Carol Pelina Software Engineer (213) 244-9340
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Click HERE to have one of our advisors contact you with more information.
LEADERSHIP
Steven C. Jackson Jr., CFP®
Vice President, Branch Manager, Financial Advisor
As Vice President and Branch Manager of our flagship Los Angeles location, Steve is responsible for the educating, supervising and growth of our Wealth Management Team.
Celebrating just over 20 years with D.A. Davidson, Steve to leads his team with a positive attitude and is an advocate for both our valued clients and his experienced team of financial advisors.
Jim Layden, Jr.
Senior Vice President, Regional Director
Jim serves as the Regional Director responsible for all Wealth Management offices in Southern California, and joined the firm in 2015.
Jim's work includes overseeing the region's recruiting program, serving as an advocate for the branches, and acting as a liaison between the branch managers and company-wide leaders.
Sandra Poetz
Associate Vice President, Regional Administrative Manager
Sandra serves as the Regional Administrative Manager for all Wealth Management offices in California. She joined the firm in 2013 with the merger of Crowell Weedon.
Sandra has 20 years of financial services experience and was named the D.A. Davidson Branch Office Operations Manager of the year in 2016. As part of the regional team, she works closely with the Branch Managers, Branch Operations Managers, Financial Advisors and Associates within the region and assists in addressing operational, technology and human resource matters.
Charleen Lawrence
Vice President, Margin Manager
As Vice President, Margin Manager, Charleen directly supervises the Margin Team and oversees all the other Operation Associates located in Los Angeles. Charleen joined D.A. Davidson in 2014, and she brings nearly 40 years of financial services operations experience to the firm.
Jim Cronk
Senior Vice President, Operations & Technology Project Management
One phrase that can be heard on a regular basis in the Los Angeles branch is, “Ask Jim Cronk”. Jim is one of those people who has always found a way to get things done, especially when it comes to operations. He joined Crowell Weedon in 1983 and, except for an 18-month stretch, has been located in this office ever since. He believes in giving back to the community through charity like the YMCA Stair Climb event and is a member of the Pasadena Tournament of Roses Association. Every firm needs a Jim Cronk and Los Angeles is fortunate to have theirs.
Andrew Crowell, CWS®
Vice Chairman, Wealth Management
Andrew Crowell has been a director of D.A. Davidson Companies since the 2013 merger of D.A. Davidson and Crowell Weedon. Prior to his financial services career, which began in 1995 with Crowell Weedon, Andrew was associated with Russ Reid Company, an advertising agency serving nonprofit organizations. He serves on the North American Advisory Board of the London School of Economics and Political Science and the board of the YMCA of Metropolitan Los Angeles. He is a member of the Advisory Board for Two Oak Investment Management, LLC and a board member of Five Acres Children's Aid Society in Altadena, California. In addition, he is a member of the Sunset Club, California Club, Valley Hunt Club, California Vintage Wine Society, San Gabriel Valley Chapter of Y.P.O., and serves on several investment committees in his community. A native Californian, Andrew graduated from Stanford University and earned a postgraduate degree from the London School of Economics and Political Science. He and his wife, Keri, have a son, Thomas, and daughter, Christine, and reside in Arcadia, California.
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