Jasen Bryant Dahm

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 07/2014 → 06/2021
  Gremler Financial
  Des Moines, IA
• 10/2014 → 05/2020
  Voya Financial Advisors
  Des Moines, IA
• 05/2020 → 06/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2020 → 06/2021
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2021 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2021 → 08/2022
  Mersberger Financial Group
  Sheboygan Falls, WI

Previous Registrations

• 2020-05-05 → 2021-06-25
  Cambridge Investment Research Advisors, Inc.
  Des Moines, IA
• 2017-02-07 → 2020-05-11
  Voya Financial Advisors, Inc.
  Des Moines, IA
  Des Moines, IA
  Des Moines, IA
  Des Moines, IA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 40 HR/MO - 40 HR/MO TRADING. SEE EMPLOYMENT FOR START DATE. 2) JUNIOR ACHIEVEMENT OF CENTRAL IOWA / Des Moines IA 50312 / 01/01/2019 / DIRECTOR - SERVE ON THE EXECUTIVE COMMITTE OF THE NON-PROFIT BOARD / NIR / 12HR/MO - 4 HR/MO TRADING 3) IOWA DREAMVIEW FUND, LLC, 75 Commercial Drive, North Liberty IA 52317, United States, 01/01/2021, LLC Minority Owner, Owner/Partner of a Business Entity, INV REL, 0 HR/MO - 0 HR/MO TRADING 4) TAG INVEST, 4801 Cox Rd, Suite 102, Glen Allen VA 23060, 09/02/2022, CPA - EMPLOYEE, NIR, 160 HR/MO - 160 HR/MO TRADING 5) JB DAHM HOLDINGS, Urbandale IA 50323, 09/30/2022, SINGLE MEMBER OWNER, HOLDING COMPANY FOR TAG INVESTMENT, NIR, 0 HR/MO 0 HR DURING TRADING 6) TELOS ADVISORY HOLDINGS, Urbandale IA 50323, 09/02/2022, LLC OWNER - AUTHOR, NIR, 10 HR/MO 8 HR DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2014-10-22

Designations

• Chartered Financial Analyst