Investment brokerages in Santa Barbara, CA

Welcome to the Santa Barbara branch of D.A. Davidson. We are dedicated to providing world class service to our clients and take pride in giving back to our community. We focus on identifying what we believe are attractive investment opportunities and helping clients with investments that are suited to their individual goals, tolerance for investment risk, and their expectations for the future including their legacy. We then work with clients to help ensure that these investments align with all their other financial considerations. Our professional experience combined with the skills of other D.A. Davidson professionals in insurance and estate, financial and retirement planning to assist in developing a plan that is truly comprehensive a wealth management plan designed to meet your long-term financial goals.

Edward Jones is a leading wealth management and financial services firm helping clients invest smarter, plan for retirement and save for education utilizing tax-smart investing guidance and personalized financial strategies.

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.