Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Dumas is a financial advisor with over 14 years of experience in the industry. Jonathan currently works with LPL Financial LLC in Fort Worth, Texas, providing financial planning, portfolio management, and insurance services. Jonathan also has a registration with Dean, Jacobson Financial Services as an Investment Advisor Representative. Jonathan holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner. Jonathan is passionate about helping his clients achieve their financial goals and is committed to providing personalized service.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/23/2024 - Present
LPL Financial LLC (FORT WORTH TX)
TX
08/21/2009 - 08/31/2012
PFS INVESTMENTS INC. (DENTON TX)
TX
01/06/2009 - 03/19/2009
EDWARD JONES (DALLAS TX)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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