Quest Capital Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jerrod Dawson is a financial advisor who works out of Dallas, Texas. Currently a registered advisor with Quest Capital Management, Inc, they have accumulated 15 years of experience as an investment advisor. Dawson has Series 66 and Series 63 licenses, designating the advisor as a securities representative. Dawson is registered to act as an advisor based out of Texas. Dawson has gained experience at Quest Capital Management Inc, Raymond James Financial Services, Inc, Comerica Bank and Zamtap Capital. Quest Capital Management, Inc is headquartered in Dallas, Texas. As an advisory firm, Quest Capital Management, Inc oversees $1 billion in assets throughout 1,767 accounts and employs 24 staff members. The amount of assets the firm manages places it among the larger financial advisory firms in the country. The firm manages 1,529 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 15% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Quest Capital Management, Inc offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Quest Capital Management, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jerrod Dawson Work History
Jerrod has 15 years of experience.
Quest Capital Management Inc
Raymond James Financial Services, Inc
Jerrod Dawson has no disclosures.
Please visit their SEC profile for more details.