Jason Dunbar
Investment adviser representative at Empirical Wealth Management
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.4BFirm assets
Are you Jason Dunbar? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Empirical Wealth ManagementOct 2024 to now
- Fisher InvestmentsSep 2020 to Sep 2024
- UnemployedNov 2019 to Aug 2020
- Oxford Financial GroupMay 2019 to Oct 2019
- Cobb and GonzalezFeb 2019 to Apr 2019
- KldiscoveryJan 2019 to Jan 2019
- UnemployedNov 2018 to Dec 2018
- UnemployedJun 2018 to Oct 2018
- Pagnatokarp Partners, LLCApr 2018 to May 2018
- UnemployedJun 2017 to Apr 2018
- Brown Advisory, LLCJun 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Empirical Wealth Management
Legal name: Empirical Financial Services, LLC
$8.4BAssets managed
2,400Clients
65Advisers
15 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
- 6938752
- Firm CRD
- 152622