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Bruin Crawford Jones

Investment adviser representative at Dunham
13 yearsExperience
1 stateRegistered in
$5.6BFirm assets
40 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 assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. DunhamSep 2024 to now
  2. Dunham & Associates Investment Counsel, IncSep 2023 to now
  3. Rival RoofingMay 2023 to Sep 2023
  4. Top GolfSep 2022 to May 2023
  5. Grove HotelSep 2021 to Mar 2022
  6. Northwestern MutualNov 2020 to Nov 2021
  7. Boise State UniversityMay 2019 to May 2023
  8. Sandpoint HighschoolDec 2013 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

Dunham

Legal name: Dunham & Associates Investment Counsel, Inc.

$5.6BAssets managed
13,155Clients
31Advisers
40 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
7318746
Firm CRD
13162
Advisor's SEC record (opens in a new tab)
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