Jonathan Dumas, financial advisor Fort Worth TX
96 score

Jonathan Dumas

CRD Number: 5614497
Current Firm: Dean, Jacobson Financial Services

Jonathan Dumas (CRD# 5614497) is an Investment Advisor Representative working at Dean, Jacobson Financial Services in Fort Worth, TX and has over 7 years of experience in the finance industry. Jonathan Dumas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial Fort Worth, TX Sep 2012 - Current 4
Dean, Jacobson Financial Services, LLC Fort Worth, TX Sep 2012 - Current 4
Pfs Investments Inc. Denton, TX Aug 2009 - Aug 2012 3
Primerica Financial Services Denton, TX May 2009 - Aug 2012 3
Edward Jones St. Louis, MO Nov 2008 - Mar 2009 < 1
Tpn Inc. Dallas, TX Aug 2006 - Oct 2008 2
University Of North Texas Denton, TX Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Jonathan E. Dumas
Phone Number: 817-335-3214
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    206
    MILLIONS
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $365,133
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

LA, TX

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

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