Jeffrey Dunham is a registered investment advisor at Dunham, based in San Diego, CA, with 42 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 12,032 clients with $4.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dunham offers investment management through separately managed accounts (SMAs). The fees for SMAs range from 0.25% to 1.00% of the assets managed. These fees are negotiable and may vary based on client circumstances, investment strategies, and account size. Dunham may pay a portion of this fee to Dunham Trust Company for custody and portfolio accounting services.
Location
6256 Greenwich Drive, Suite 550, San Diego, CA, 92122
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2010Customer Dispute
June 2009Regulatory
September 2006Other Business Activities
Jeffrey holds multiple leadership positions within the Dunham group of companies, including Dunham Funds, Dunham & Associates Holdings, Dunham & Associates Securities, Asset Managers, Inc., and Dunham Trust Company. He also serves as a board member for the Dunham Foundation and owns Dave Stubbs Real Estate, where he provides mentoring and coaching.
Employment History
Current Registrations
Dunham
DunhamBroker
Previous Registrations
Mckewon & TimminsBroker
State Registrations34 states
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