Jonathan DahlstromCRD Number: 1941187
Current Firm: Edward Jones
Jonathan Dahlstrom (CRD# 1941187) is an Investment Advisor Representative working at Edward Jones in Maryland Heights, MO and has over 27 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward D. Jones & Company, LP||Custer, SD||Dec 1988 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1989|
|S66||NASAA Uniform Combined State Law Examination||Dec 2006|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)