Jason
Greer
Dunham & Associates Investment Counsel, Inc
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About this Advisor
Jason Greer is a financial advisor based in San Diego, California, working with Dunham & Associates Investment Counsel, Inc. Jason has previously held a position at Dunham & Associates Investment Counsel, Inc. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jason 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
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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
Jason Greer Work History
Dunham & Associates Investment Counsel, Inc
Disclosures
Please visit the SEC profile of Jason Greer 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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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