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Jason Gregory Greer

Dunham

San Diego, CA

San Diego, CA

San Diego, CA

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Current Employers
Dunham

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2013-12-17
  • CA RA
    APPROVED
    Since 2013-12-17

Branch Locations

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • UNITED STATES

6256 Greenwich Drive Suite 550, San Diego, CA 92122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dunham & Associates Investment Counsel, Inc San Diego CA 07/2013 Present
  • 07/2013 → Present
    Dunham & Associates Investment Counsel, Inc
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-12-17
S63 Uniform Securities Agent State Law Examination 2011-11-10
  • S65 Uniform Investment Adviser Law Examination
    2013-12-17
  • S63 Uniform Securities Agent State Law Examination
    2011-11-10
Designations

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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