Jonathan Dash
Investment adviser representative at Dash Investments
22 yearsExperience
2 statesRegistered in
$681.6MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Dash InvestmentsJan 2009 to now
- Dash Acquisitions LLCJan 2004 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Dash Investments
Legal name: Dash Acquisitions Inc.
$681.6MAssets managed
433Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4947303
- Firm CRD
- 135281