Dash Investments

Dash Investments (CRD# 135281) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $427,064,818 in 963 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    427
    MILLION
  • Total Number of Accounts
    963
    ACCOUNTS
  • Average Account Value
    $443,473
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Dash Investments
Showing 1 - 4 of 4 top financial advisors.
1
Jeffrey M. Bowlby
CRD#: 6199056
21600 Oxnard Street, Ste. 1755, Woodland Hills, CA 91367

Jeffrey Bowlby (CRD# 6199056) is an Investment Advisor Representative working at Dash Investments in Woodland Hills, CA and has over 10 years of experience in the finance industry.

2
Jonathan Dash
CRD#: 4947303
21600 Oxnard Street, Suite 1755, Woodland Hills, CA 91367

Jonathan Dash (CRD# 4947303) is an Investment Advisor Representative working at Dash Investments in Woodland Hills, CA and has over 18 years of experience in the finance industry.

3
Zain L. Griffith
CRD#: 5741663
21600 Oxnard Street, Suite 1755, Woodland Hills, CA 91367

At Dash Investments, we specialize in managing assets for private individuals with a focus on retirement planning and investment advisory services for those near to or in retirement. Individuals who have experienced major life events (such as the sale of a business, inheritance or retirement) retain our services in order to conservatively grow the value of their assets, while drawing on them to support their desired lifestyle. 
 

Zain Griffith (CRD# 5741663) is an Investment Advisor Representative working at Dash Investments in Beverly Hills, CA and has over 15 years of experience in the finance industry.

4
Jachin Z. Vercher
CRD#: 6462690
21600 Oxnard Street, Ste. 1755, Woodland Hills, CA 91367

Jachin Vercher (CRD# 6462690) is an Investment Advisor Representative working at Dash Investments in Woodland Hills, CA and has over 8 years of experience in the finance industry.

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