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About Dash Investments |
The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.
Now also welcoming investors to our newest location at 4849 Greenville Avenue Ste 100, Dallas, TX 75206.
Read articles by Jonathan Dash |
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General Information |
| Years of Experience in Financial Services: |
15
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| States Licensed in: |
All 52 States
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| Number of Years with Current Firm: |
14
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations, High-net-worth families
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| Advisory Services Provided: |
Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Financial Advice & Consulting
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Education |
| Academic Background |
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| Bachelor's degree in Business & Finance from Cal Poly, San
Luis Obispo. Graduated with honors, magna cum laude. |
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Securities Licenses: |
Series 63, Series 65
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Firm Information |
| Assets Managed by Firm: |
370000000
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| Assets Managed by Advisor: |
370000000
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| Advisor's Number of Clients: |
300
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| Firm's Number of Clients: |
300
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| Advisor's Number of Planning Clients: |
300
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| Advisor's Number of Managed Clients: |
300
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| Firm's Number of Planning Clients: |
300
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| Firm's Number of Managed Clients: |
300
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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