Our Qualifications
Mark N. Buckalew, CWS® - Senior Vice President, Co-Branch Manager, Associate Financial Advisor, Pocatello, Idaho Falls and Twin Falls Branches
Mark joined D.A. Davidson & Co. in the spring of 2009. Prior to D.A. Davidson, he worked for Wachovia Securities as a Senior V.P. Manager from 2007-2009, A.G. Edwards as a V.P. Manager from 1987-2007, Shearson V.P. Manager from 1981-1987, Foster and Marshall R.R. in Charge F.C. from 1977-1987, and Bosworth Sullivan F.C. from 1977-1978. In 2012, he completed a thorough study of issues surrounding comprehensive wealth management and earned the Certified Wealth Strategist® designation.
Mark has served as president for various organizations, including: Pocatello Rotary Club, Pocatello Regional Medical Center Foundation and Portneuf Regional Medical Foundation. He is currently chairman of the Portneuf Medical Center and a member of several local and state foundations.
Aaron M. Buckalew, CFP®, CWS® - Senior Vice President, Financial Advisor, Co-Branch Manager, Pocatello, Idaho Falls and Twin Falls Branches
CA Ins. Lic #0K64249
Aaron is a 2003 graduate of Montana State University in Bozeman, Montana. He joined D.A. Davidson & Co. with his father, Mark Buckalew, in 2009. He completed an in-depth professional development program at the firm's Montana headquarters in 2010 gaining experience in comprehensive financial planning and an in depth knowledge of the securities industry. In 2012, after a thorough study of issues surrounding comprehensive wealth management, he earned the Certified Wealth Strategist® designation, and in 2016, he completed the intensive course work required to earn his CERTIFIED FINANCIAL PLANNER™ certification.
Previously, Aaron worked as a legal assistant for Goetz Law Firm in Bozeman, and an e-commerce manager for Skinny Skis in Jackson, Wyoming.
Aaron is on the Board of Directors for the Idaho State Univerisy Bengal Athletic Boosters and a member of the Pocatello Chamber of Commerce.
Kelli A. Jensen, FPQP® - Senior Registered Associate
Kelli joined D.A. Davidson in April 2009. Prior to joining the firm she worked for Wachovia Securities as a Senior Registered Associate from 2007-2009, A.G. Edwards as a Cashier from 1987-1994, Registered Associate & Operations Manager from 1994-2007, and Shearson as an assistant from 1985-1987.