Alejandro Darjania

Employer firm

Dunham CRD 13162

$5.63B regulatory AUM 13,200 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 01/2021
  Wells Fargo Bank
  San Diego, CA
• 01/2021 → 07/2024
  First Republic Bank
  San Diego, CA
• 10/2024 → Present
  Dunham & Associates Investment Counsel, Inc.
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2025-10-10

Other Names

• Alex Darjania