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Alejandro Darjania

Investment adviser representative at Dunham
11 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

11 years in the industry.

  1. DunhamOct 2025 to now
  2. Dunham & Associates Investment Counsel, Inc.Oct 2024 to now
  3. First Republic BankJan 2021 to Jul 2024
  4. Wells Fargo BankMar 2015 to Jan 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
7998722
Firm CRD
13162
Advisor's SEC record (opens in a new tab)
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