Jamie Halverson
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Jamie Halverson Email & Phone Number

AVP, Regional Supervisory Officer at D.A. Davidson Companies
Location: Tulsa Metropolitan Area, United States 8 work roles 2 schools
1 work email found @lpl.com 3 phones found area 908 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email j****@lpl.com
Direct phone (908) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
D.A. Davidson Companies
Role
AVP, Regional Supervisory Officer
Location
Tulsa Metropolitan Area, United States
Company size
976 employees

Who is Jamie Halverson? Overview

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Quick answer

Jamie Halverson is listed as AVP, Regional Supervisory Officer at D.A. Davidson Companies, a with 976 employees, based in Tulsa Metropolitan Area, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 908, and a matched LinkedIn profile for Jamie Halverson.

Jamie Halverson previously worked as Regional Supervisory Officer at D.A. Davidson Companies and Manager Complex Product Supervision at Lpl Financial. Jamie Halverson holds Mba, Business Administration And Management, General from Cardean University.

Company email context

Email format at D.A. Davidson Companies

This section adds company-level context without repeating Jamie Halverson's masked contact details.

{first}.{last}@lpl.com
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AeroLeads found 1 current-domain work email signal for Jamie Halverson. Compare company email patterns before reaching out.

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Profile bio

About Jamie Halverson

Over 10 years of registered principal supervision including: discretionary accounts, private placements, alternative investments, options, structured products, variable annuities and 529 plans.Consistently at the top for quality, productivity and client calls.Two time Ironman triathlon finisher.Specialties: adobe acrobat, budgeting, customer relations, customer service, directing, due diligence, financial, internet explorer, legal, litigation, lotus notes, marketing, microsoft excel, microsoft exchange, microsoft money, microsoft office, microsoft office 97, microsoft outlook, microsoft powerpoint, microsoft windows 2000, microsoft windows 95, microsoft windows 98, microsoft windows nt, microsoft word, relationship building, sales, seminars, supervisory skills,

Listed skills include Alternative Investments, Financial Advisory, Series 53, Relationship Management, and 9 others.

Current workplace

Jamie Halverson's current company

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

D.A. Davidson Companies
D.A. Davidson Companies
AVP, Regional Supervisory Officer
great falls, montana, united states
Website
davidsoncompanies.com
Employees
976
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Company profile
View company profile Email format
8 roles · 30 years

Jamie Halverson work experience

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

Manager Complex Product Supervision

Lpl Financial

I manage a team of complex product supervisors that specialize in suitability review of REITs, BDCs, Hedge Funds, Private equity and credit, Exchange Funds, QOZ funds and Structured Products.

Feb 2015 - Dec 2021

Corporate Registered Principal

Ameriprise Financial

Registered Principal reviewing Complex Products including, Discretionary accounts, Structured Products, Managed Futures, Private Placements and Options accounts.

May 2010 - Feb 2015

Senior Marketing Speicalist

Farmers Insurance

Supported all marketing functions in the State Executive Office for agents in the state of MN.

2006 - 2007 ~1 yr

Coe Med/Pip Supervisor

Farmers Insurance

Lead a team of 8 -15 claims adjusters in a multiple states, specifically the New York team. Increased results in all areas while working with a reduced staff count, through more efficient processes and procedures.

2001 - 2006 ~5 yrs

Claims Management Trainee

Farmers Insurance

Trained in multiple lines of insurace claims, as well as administrative and budget areas.

1999 - 2001 ~2 yrs

Claims Representative

Farmers Insurance

Began as an entry level liability claims representative and quickly was promoted to a management training path.

1997 - 1999 ~2 yrs
Team & coworkers

Colleagues at D.A. Davidson Companies

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

TJ Terry Judd Terry Judd Colleague at D.A. Davidson CompaniesKalispell, Montana, United States View → BS Bryan Symes Bryan Symes Colleague at D.A. Davidson CompaniesGreater Minneapolis-St. Paul Area, United States View → CL Cameron Lawler, Jd. Mba Cameron Lawler, Jd. Mba Colleague at D.A. Davidson CompaniesRoseburg, Oregon, United States View → JM Jack Mclaughlin Jack Mclaughlin Colleague at D.A. Davidson CompaniesSpokane, Washington, United States View → DS Dan Simeone Dan Simeone Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States View → TT Tom Thompson Tom Thompson Colleague at D.A. Davidson CompaniesNorman, Oklahoma, United States View → PF Patrick Fletcher, Cfp®, Cap® Patrick Fletcher, Cfp®, Cap® Colleague at D.A. Davidson CompaniesSeattle, Washington, United States View → DT Dave Trageser Dave Trageser Colleague at D.A. Davidson CompaniesBainbridge Island, Washington, United States View → MM Mike Meggyesy Mike Meggyesy Colleague at D.A. Davidson CompaniesBellingham, Washington, United States View → JM Jeremy Mccullough Jeremy Mccullough Colleague at D.A. Davidson CompaniesGreater Seattle Area, United States View →
2 education records

Jamie Halverson education

FAQ

Frequently asked questions about Jamie Halverson

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

What company does Jamie Halverson work for?

Jamie Halverson works for D.A. Davidson Companies.

What is Jamie Halverson's role at D.A. Davidson Companies?

Jamie Halverson is listed as AVP, Regional Supervisory Officer at D.A. Davidson Companies.

What is Jamie Halverson's email address?

AeroLeads has found 1 work email signal at @lpl.com for Jamie Halverson at D.A. Davidson Companies.

What is Jamie Halverson's phone number?

AeroLeads has found 3 phone signal(s) with area code 908 for Jamie Halverson at D.A. Davidson Companies.

Where is Jamie Halverson based?

Jamie Halverson is based in Tulsa Metropolitan Area, United States while working with D.A. Davidson Companies.

What companies has Jamie Halverson worked for?

Jamie Halverson has worked for D.A. Davidson Companies, Lpl Financial, Ameriprise Financial, Next Financial Group, Inc., and Farmers Insurance.

Who are Jamie Halverson's colleagues at D.A. Davidson Companies?

Jamie Halverson's colleagues at D.A. Davidson Companies include Terry Judd, Bryan Symes, Cameron Lawler, Jd. Mba, Jack Mclaughlin, and Dan Simeone.

How can I contact Jamie Halverson?

You can use AeroLeads to view verified contact signals for Jamie Halverson at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.

What schools did Jamie Halverson attend?

Jamie Halverson holds Mba, Business Administration And Management, General from Cardean University.

What skills is Jamie Halverson known for?

Jamie Halverson is listed with skills including Alternative Investments, Financial Advisory, Series 53, Relationship Management, Trading, Complex Products Supervision, Series 24, and Series 4.

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