Jonathan Evan Dumas

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2012 → Present
  Lpl Financial
  Fort Worth, TX
• 09/2012 → Present
  Dean, Jacobson Financial Services, Llc
  Fort Worth, TX

Previous Registrations

• 2011-08-10 → 2012-08-31
  Pfs Investments Inc.
  Mesquite, TX
• 2009-02-03 → 2009-03-19
  Edward Jones
  Dallas, TX
  St Louis, MO

Other Businesses

(1) 09/20/2012 - DBA ONLY - DEAN JACOBSON FINANCIAL SERVICES - TIME SPENT 100% - FORT WORTH, TX (2) 05/16/2014 - DEAN JACOBSON FINANCIAL SERVICES - REGISTERED INVESTMENT ADVISOR - (HYBRID) DEAN JACOBSON FINANCIAL SERVICES - TIME SPENT 100% - FORT WORTH, TX (3) 08/02/2023 - No Business Name - Investment Related - At Reported Business Location(s) - Other - Notary - Notary for the State of Texas - Start Date 01/01/2023 - 1 Hours Per Month/ During Trading (4) 08/28/2023 - Dean, Jacobson Financial Services - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner/ Partner - Start Date 07/24/2023 - 5 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2009-01-16

Designations

• Certified Financial Planner

Other Names

• Jonathan Dumas