Jason Gregory Greer

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

• 07/2013 → Present
  Dunham & Associates Investment Counsel, Inc
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-17
• S63 Uniform Securities Agent State Law Examination
  2011-11-10

Designations

• Chartered Financial Analyst