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Jason Dunbar

Empirical Wealth Management

Seattle, WA

San Mateo, CA

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Current Employers
Empirical Wealth Management

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-04
  • CA RA
    APPROVED
    Since 2024-11-04

Branch Locations

1420 5Th Ave Suite 3150, Seattle, WA 98101 • United States

1300 S El Camino Real Suite 302, San Mateo, CA 94402 • 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
Pagnatokarp Partners, Llc Reston VA 04/2018 05/2018
Unemployed Silver Spring MD 06/2017 04/2018
Brown Advisory, Llc Chevy Chase MD 06/2014 06/2017
Kldiscovery Pittsburgh PA 01/2019 01/2019
Cobb And Gonzalez Jacksonville FL 02/2019 04/2019
Oxford Financial Group Carmel IN 05/2019 10/2019
Fisher Investments San Mateo CA 09/2020 09/2024
Unemployed Pittsburgh PA 11/2019 08/2020
Unemployed Pittsburgh PA 11/2018 12/2018
Unemployed Silver Spring MD 06/2018 10/2018
Empirical Wealth Management San Mateo CA 10/2024 Present
  • 04/2018 → 05/2018
    Pagnatokarp Partners, Llc
    Reston, VA
  • 06/2017 → 04/2018
    Unemployed
    Silver Spring, MD
  • 06/2014 → 06/2017
    Brown Advisory, Llc
    Chevy Chase, MD
  • 01/2019 → 01/2019
    Kldiscovery
    Pittsburgh, PA
  • 02/2019 → 04/2019
    Cobb And Gonzalez
    Jacksonville, FL
  • 05/2019 → 10/2019
    Oxford Financial Group
    Carmel, IN
  • 09/2020 → 09/2024
    Fisher Investments
    San Mateo, CA
  • 11/2019 → 08/2020
    Unemployed
    Pittsburgh, PA
  • 11/2018 → 12/2018
    Unemployed
    Pittsburgh, PA
  • 06/2018 → 10/2018
    Unemployed
    Silver Spring, MD
  • 10/2024 → Present
    Empirical Wealth Management
    San Mateo, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-14
  • S65 Uniform Investment Adviser Law Examination
    2020-10-14
Designations
Other Names
  • Jason Christopher Dunbar
  • Jason Dunbar
  • Jason C. Dunbar

View on SEC IAPD

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ETERNAL DIGITAL FUND LTD.
FREESTONE CAPITAL MANAGEMENT, LLC
CEDAR RIVER CAPITAL, LLC
ROBERT A. UNDERHILL P.C.
SITKA PACIFIC CAPITAL MANAGEMENT, LLC

Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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