Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Dunham is a financial advisor with over 40 years of experience in the industry. Dunham is currently a Registered Representative with Dunham & Associates Investment Counsel, Inc. Dunham has been involved in various aspects of the financial industry, including investment management, real estate, and charitable work. In addition to his work with Dunham & Associates Investment Counsel, Inc., Dunham is involved with a number of other companies, including Dunham Funds, Dunham & Associates Holdings, Inc., Dunham & Associates Securities, Inc., Asset Managers, Inc., Dunham Trust Company, Dunham Foundation, and Dave Stubbs Real Estate.
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
07/08/1997 - Present
Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)
NA
06/30/1983 - 07/29/1985
MCKEWON & TIMMINS
BC
Issued 04/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/1985
Series 4 - Registered Options Principal Examination
BC
Issued 08/06/1984
Series 24 - General Securities Principal Examination
BC
Issued 10/27/1983
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1987
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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