Jason Auten, Aams®, Crps®
AeroLeads people directory · profile

Jason Auten, Aams®, Crps® Email & Phone Number

Senior Vice President, Financial Advisor, Portfolio Manager at D.A. Davidson Companies
Location: Bellevue, Washington, United States 7 work roles 2 schools
1 work email found @wellsfargoadvisors.com 2 phones found area 314 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@wellsfargoadvisors.com
Direct phone (314) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
D.A. Davidson Companies
Role
Senior Vice President, Financial Advisor, Portfolio Manager
Location
Bellevue, Washington, United States
Company size
976 employees

Who is Jason Auten, Aams®, Crps®? Overview

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Quick answer

Jason Auten, Aams®, Crps® is listed as Senior Vice President, Financial Advisor, Portfolio Manager at D.A. Davidson Companies, a company with 976 employees, based in Bellevue, Washington, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com, phone signal with area code 314, and a matched LinkedIn profile for Jason Auten, Aams®, Crps®.

Jason Auten, Aams®, Crps® previously worked as Financial Advisor at Wells Fargo Advisors and Financial Planning Specialist / Financial Advisor at Morgan Stanley. Jason Auten, Aams®, Crps® holds B.A. - Behavioral Science & Law from University Of Wisconsin-Madison.

Company email context

Email format at D.A. Davidson Companies

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*@wellsfargoadvisors.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jason Auten, Aams®, Crps®. Compare company email patterns before reaching out.

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Profile bio

About Jason Auten, Aams®, Crps®

I am a Financial Advisor with DA Davidson in Downtown Bellevue. I am dedicated to helping individuals attain their long-term financial goals while preserving wealth and establishing financial legacies for their families. My practice is focused on holistic financial planning and wealth management. Recognizing that each client has their own story, I work alongside my clients to develop a personalized plan to fit their needs, updating as life circumstances change.

Listed skills include Mutual Funds, Asset Allocation, Investments, Equities, and 6 others.

Current workplace

Jason Auten, Aams®, Crps®'s current company

Company context helps verify the profile and gives searchers a useful next step.

D.A. Davidson Companies
D.A. Davidson Companies
Senior Vice President, Financial Advisor, Portfolio Manager
great falls, montana, united states
Website
davidsoncompanies.com
Employees
976
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Company profile
View company profile Email format
7 roles · 25 years

Jason Auten, Aams®, Crps® work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Financial Advisor, Portfolio Manager

Current
D.A. Davidson Companies

Bellevue, Washington, United States

Apr 2023 - Present

Financial Advisor

Wells Fargo Advisors

Bellevue, WA

Areas of Focus:Wealth Management, Investment Planning, Cash Flow Analysis, Estate Planning Strategies, Executive Compensation Management, Asset Allocation, Risk Management, Long Term Care, Access to Banking and Lending Services through affiliates.

Jul 2015 - Apr 2023

Financial Planning Specialist / Financial Advisor

Morgan Stanley

Bellevue, WA

Jun 2011 - Jul 2015

Assistant Vice President - Structured Products Group Product Manager

Wells Fargo Advisors

Seattle, WA

Jan 2007 - May 2011

Mutual Fund Operations

Eaton Vance

Boston, MA

2001 - 2003 ~2 yrs
Team & coworkers

Colleagues at D.A. Davidson Companies

Other employees you can reach at davidsoncompanies.com. View company contacts for 976 employees →

CB Chris Barone Chris Barone Colleague at D.A. Davidson CompaniesKalispell, Montana, United States, United States View → DR Dea Randa Dea Randa Colleague at D.A. Davidson CompaniesIndonesia, Indonesia View → GJ Gregg Jackman Gregg Jackman Colleague at D.A. Davidson CompaniesPlacentia, California, United States, United States View → CD Chalyda Dumayas, Fpqp™, Cwp Chalyda Dumayas, Fpqp™, Cwp Colleague at D.A. Davidson CompaniesPasadena, California, United States, United States View → RV Robert Vorbeck Robert Vorbeck Colleague at D.A. Davidson CompaniesMeridian, Idaho, United States, United States View → TP Tim Padala Tim Padala Colleague at D.A. Davidson CompaniesRed Bank, New Jersey, United States, United States View → RC Renee Chase Renee Chase Colleague at D.A. Davidson CompaniesSalt Lake City, Utah, United States, United States View → SL Shannon Logan Shannon Logan Colleague at D.A. Davidson CompaniesBoise Metropolitan Area, United States View → JH Jane Hyland Jane Hyland Colleague at D.A. Davidson CompaniesGreater Minneapolis-St. Paul Area, United States View → BC Blake Caughey Blake Caughey Colleague at D.A. Davidson CompaniesRoseville, California, United States, United States View →
2 education records

Jason Auten, Aams®, Crps® education

B.A. - Behavioral Science & Law

University Of Wisconsin-Madison

Education record

Bellevue High School
FAQ

Frequently asked questions about Jason Auten, Aams®, Crps®

Quick answers generated from the profile data available on this page.

What company does Jason Auten, Aams®, Crps® work for?

Jason Auten, Aams®, Crps® works for D.A. Davidson Companies.

What is Jason Auten, Aams®, Crps®'s role at D.A. Davidson Companies?

Jason Auten, Aams®, Crps® is listed as Senior Vice President, Financial Advisor, Portfolio Manager at D.A. Davidson Companies.

What is Jason Auten, Aams®, Crps®'s email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Jason Auten, Aams®, Crps® at D.A. Davidson Companies.

What is Jason Auten, Aams®, Crps®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 314 for Jason Auten, Aams®, Crps® at D.A. Davidson Companies.

Where is Jason Auten, Aams®, Crps® based?

Jason Auten, Aams®, Crps® is based in Bellevue, Washington, United States while working with D.A. Davidson Companies.

What companies has Jason Auten, Aams®, Crps® worked for?

Jason Auten, Aams®, Crps® has worked for D.A. Davidson Companies, Wells Fargo Advisors, Morgan Stanley, Wells Fargo Bank, and Technology Sales Leads.

Who are Jason Auten, Aams®, Crps®'s colleagues at D.A. Davidson Companies?

Jason Auten, Aams®, Crps®'s colleagues at D.A. Davidson Companies include Chris Barone, Dea Randa, Gregg Jackman, Chalyda Dumayas, Fpqp™, Cwp, and Robert Vorbeck.

How can I contact Jason Auten, Aams®, Crps®?

You can use AeroLeads to view verified contact signals for Jason Auten, Aams®, Crps® at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.

What schools did Jason Auten, Aams®, Crps® attend?

Jason Auten, Aams®, Crps® holds B.A. - Behavioral Science & Law from University Of Wisconsin-Madison.

What skills is Jason Auten, Aams®, Crps® known for?

Jason Auten, Aams®, Crps® is listed with skills including Mutual Funds, Asset Allocation, Investments, Equities, Management, Risk Management, Insurance, and Structured Products.

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