Jerrod
Dawson

Quest Capital Management, Inc

CRD#3130157
Investment Advisor
in Dallas, TX
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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

Series 66, Series 63, Chartered Financial Analyst

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

8117 Preston Road, Suite 700
Dallas, TX 75225

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Quest Capital Management, Inc Brokerage Details

Total Assets Under Management

$1,037,421,592

TX Average: $3,042,739,679
Total Number of Employees

24

TX Average: 49
Total Number of Accounts

1,767

TX Average: 2,315
Average Account Size

$587,109

TX Average: $1,314,358

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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.

2013 - Present (6 years)

Quest Capital Management Inc

2013 - Present (6 years)

Raymond James Financial Services, Inc

2012 - Present (7 years)

Zamtap Capital

2003 - 2013 (10 years)

Comerica Bank

Disclosures

Jerrod Dawson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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