Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Gregory Greer is a financial advisor at Dunham & Associates Investment Counsel, Inc. with experience in the financial services industry since October 5, 2011. Jason has a Series 7, Series 63, Series 65, and SIE license. Jason is also a Chartered Financial Analyst. Jason has worked for TD Ameritrade, Inc. and The Griswold Company, Incorporated. Jason is registered with the state of California as an investment advisor representative. The advisor is currently employed by Dunham & Associates Investment Counsel, Inc. and is registered with the state of California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset-allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
12/17/2013 - Present
Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)
CA
01/23/2012 - 07/15/2013
TD AMERITRADE, INC. (SAN DIEGO CA)
NY
09/16/2011 - 01/03/2012
THE GRISWOLD COMPANY, INCORPORATED (NEW YORK NY)
IA
Issued 12/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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