Unclaimed Profile

Jonathan Dash

DASH ACQUISITIONS INC.·WOODLAND HILLS, California

Series 65Clean record21 years registeredDASH ACQUISITIONS INC.

21600 OXNARD STREET, WOODLAND HILLS, CA 91367CRD# 4947303Firm CRD# 135281

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Dash · WOODLAND HILLS, CA

Registration

CRD #4947303 · DASH ACQUISITIONS INC. · 21 years registered

Brand Profile

Not yet started

Career History

DASH INVESTMENTS

Jan 2009 – present

DASH ACQUISITIONS LLC

Jan 2008 – Dec 2008

BEVERLY HILLS, CA

DASH ACQUISITIONS LLC

Aug 2005 – Dec 2007

BEVERLY HILLS, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 1, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DASH ACQUISITIONS INC.

CRD 135281 · SEC 801-113360

AUM

$554M

Regulatory assets under management

Employees

1,149 client accounts

Services offered by DASH ACQUISITIONS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DASH ACQUISITIONS INC. →

Introduction

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Frequently Asked Questions

What services does Jonathan Dash offer?

Jonathan Dash specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WOODLAND HILLS, California for a consultation.

What are Jonathan Dash's credentials?

Jonathan Dash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Dash located?

Jonathan Dash is based in WOODLAND HILLS, California, working with DASH ACQUISITIONS INC.. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.

How does Jonathan Dash charge for services?

Jonathan Dash's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DASH ACQUISITIONS INC.?

DASH ACQUISITIONS INC. has approximately 9 employees and manages $554M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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