Jamie Halverson
AeroLeads people directory · profile

Jamie Halverson Email & Phone Number

AVP, Regional Supervisory Officer at D.A. Davidson Companies
Location: Tulsa Metropolitan Area, United States, United States 8 work roles 2 schools
1 work email found @lpl.com 3 phones found area 908 LinkedIn matched
✓ Verified May 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, United States
Company size
976 employees

Who is Jamie Halverson? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jamie Halverson is listed as AVP, Regional Supervisory Officer at D.A. Davidson Companies, a company with 976 employees, based in Tulsa Metropolitan Area, United States, 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
86% confidence

AeroLeads found 1 current-domain work email signal for Jamie Halverson. Compare company email patterns before reaching out.

View email format View company profile Management contacts
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
AeroLeads page
Company profile
View company profile Email format
8 roles · 29 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 →

SK Shashi Kant Tiwari Shashi Kant Tiwari Colleague at D.A. Davidson Companies Ahmedabad, Gujarat, India, India View → LM Leonie Manon Leonie Manon Colleague at D.A. Davidson Companies Billings, Montana, United States, United States View → JK Jim Kerr Jim Kerr Colleague at D.A. Davidson Companies Seattle, Washington, United States, United States View → RR Ray Round, Cfp®, Cws® Ray Round, Cfp®, Cws® Colleague at D.A. Davidson Companies Missoula, Montana, United States, United States View → SH Susan Heibel Blahak Susan Heibel Blahak Colleague at D.A. Davidson Companies United States, United States View → LB Luke Bakken Luke Bakken Colleague at D.A. Davidson Companies Seattle, Washington, United States, United States View → AK Auriana Kent Auriana Kent Colleague at D.A. Davidson Companies Helena, Montana, United States, United States View → JU Joe Ulrey Joe Ulrey Colleague at D.A. Davidson Companies Los Angeles Metropolitan Area, United States View → KW Kelly Wamble Kelly Wamble Colleague at D.A. Davidson Companies Edmonds, Washington, United States, United States View → DR Debbie Rhodes Debbie Rhodes Colleague at D.A. Davidson Companies Great Falls, Montana, United States, 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, 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 Shashi Kant Tiwari, Leonie Manon, Jim Kerr, Ray Round, Cfp®, Cws®, and Susan Heibel Blahak.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Jamie Halverson you were looking for.

Jamie Halverson
Jamie Halverson
Leave Management Specialty Analyst At The Hartford
Inver Grove Heights, Mn
6 email domains
View similar profiles