Jamie
Jones
Dunham & Associates Investment Counsel, Inc
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About this Advisor
Jamie Jones is a financial advisor based in San Diego, California, working with Dunham & Associates Investment Counsel, Inc. Jamie has previously held positions at Ethos Capital Group, LLC, Chi St. Vincent, J.P. Morgan Investment Management Inc, J. P. Morgan Institutional Investments Inc, Sentinus-Halo Securities, LLC, Alps Distributors, Inc, Valkyrie Funds, LLC, and Dunham & Associates Investment Counsel, Inc. Jamie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jamie is part of Dunham & Associates Investment Counsel, Inc, which operates out of San Diego, California. The firm has 1 office and 34 employees. The firm manages assets totaling $3.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Dunham & Associates Investment Counsel, Inc includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dunham & Associates Investment Counsel, Inc Brokerage Details
$3,763,899,427
34
10,985
$342,640
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Jamie Jones Work History
Dunham & Associates Investment Counsel, Inc
Alps Distributors, Inc
Valkyrie Funds, LLC
Sentinus-Halo Securities, LLC
J.P. Morgan Investment Management Inc
J. P. Morgan Institutional Investments Inc
Ethos Capital Group, LLC
Chi St. Vincent
Disclosures
Please visit the SEC profile of Jamie Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dunham & Associates Investment Counsel, Inc
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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