Jason Dudum, financial advisor Lafayette CA
93 score

Jason Dudum

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jason J. Dudum
Phone Number: 7374437101
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,009
    MILLIONS
  • Total Number of Accounts
    63,471
    ACCOUNTS
  • Average Account Value
    $252,225
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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