Jason Gregory Greer

CFA

Dunham & Associates Investment Counsel, INC.

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Dunham & Associates Investment Counsel, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

12,032 clients

Average Client Portfolio

$394K average

Assets Under Management

$4.7B

Fee Structure

Financial Planning:Investment management only

Location

6256 Greenwich Drive, Suite 550, San Diego, CA, 92122

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Dunham

December 2013 - Present · 12 yrs 2 mos

DunhamBroker

July 2013 - Present · 12 yrs 7 mos

Previous Registrations

TD Ameritrade, INC.Broker

January 2012 - July 2013 · 1 yr 6 mos

The Griswold Company, IncorporatedBroker

September 2011 - January 2012 · 4 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.