Jerrod Dawson, financial advisor Dallas TX
96 score

Jerrod Dawson

CRD Number: 3130157
Current Firm: Quest Capital Management, Inc.

Jerrod Dawson (CRD# 3130157) is an Investment Advisor Representative working at Quest Capital Management, Inc. in Dallas, TX and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Quest Capital Management Inc. Dallas, TX May 2013 - Current 3
Raymond James Financial Services, Inc. Dallas, TX May 2013 - Current 3
Zamtap Capital Plano, TX Feb 2012 - Current 4
Comerica Bank Dallas, TX Sep 2003 - Feb 2013 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
S63 Uniform Securities State Law Examination Jan 1999
Contact Info for Jerrod K. Dawson
Phone Number: 214-691-6090
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    878
    MILLIONS
  • Total Number of Accounts
    1,715
    ACCOUNTS
  • Average Account Value
    $511,797
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, CA, FL, GA, LA, NY, OK, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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