Jonathan Evan Dumas
Investment adviser representative at Dean, Jacobson Financial Services
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$519.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Dean, Jacobson Financial Services, LLCSep 2012 to now
- LPL FinancialSep 2012 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
Dean, Jacobson Financial Services
Legal name: Dean, Jacobson Financial Services, LLC
$519.4MAssets managed
564Clients
6Advisers
13 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
- 5614497
- Firm CRD
- 115879