Jason DudumCRD Number: 3105221
Current Firm: Kestra Advisory Services, LLC
Jason Dudum (CRD# 3105221) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Lafayette, CA and has over 19 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
|Kestra Investment Services, LLC||Lafayette, CA||Nov 2016 - Current||1|
|Dudum Financial & Ins Services, Inc Dba 1925 Life Brokerage||Lafayette, CA||Feb 2002 - Current||16|
|Signator Investors, Inc.||Lafayette, CA||May 2016 - Nov 2016||< 1|
|Transamerica Financial Advisors, Inc.||Lafayette, CA||Sep 2009 - May 2016||6|
|Transamerica Financial Advisors||Los Angeles, CA||May 2004 - Sep 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management16,009MILLIONS
Total Number of Accounts63,471ACCOUNTS
Average Account Value$252,225
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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