Robert Jonathan Badger
Investment adviser representative at Dash Investments
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Dash InvestmentsMay 2025 to now
- Fisher InvestmentsApr 2021 to May 2025
- Bank of America, N.A.May 2019 to Apr 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Apr 2021
- J.P. Morgan Securites LLCMay 2018 to May 2019
- JPMorgan Chase Bank, N.A.May 2018 to May 2019
- Thrivent FinancialJan 2016 to May 2018
- Thrivent Investment Management IncJan 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (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
- 6585284
- Firm CRD
- 135281