Jamie Wieferich is Chief Operating Officer for Wealth Management. She joined the firm in 2004 and has since held roles of progressing responsibility. She most recently served as Chief Operating Officer for D.A. Davidson Trust Company, where she was responsible for compliance and operations oversight, efficiency initiatives, and partnering with D.A. Davidson offices and advisors.
Jamie originally joined Wealth Management as an intern and progressed to Branch Operations Manager and Registered Client Associate, and later Regional Administrative Manager (RAM) for Southern California. During her time as RAM, she assisted with many key initiatives and was instrumental in helping align D.A. Davidson and Crowell Weedon following their merger. She has earned the Branch Operations Manager of the Year Award, Outstanding Ethics Award, and the Ian B. Davidson Cultural Excellence Award.
Jamie is an alum of Leadership Montana and a designated leadership coach for others at the company. She holds a bachelor’s degree from Montana State University and is a Financial Paraplanner Qualified Professional (FPQP®) and Comprehensive Wealth Planner (CWP).
D.A. Davidson & Co.
Columbia Center
701 5th Avenue, Suite 4050
Seattle, WA 98014