Dash Investments is a fee-only independent investment firm featured by "Money Magazine" and "Forbes" as one of the top financial advisory firms in the country and has been covered in major business publications such as Barron's, The Wall Street Journal, and The New York Times.

We offer comprehensive financial planning, retirement planning and asset management services. Our firm is built on the philosophy that each client deserves individual attention and proactive service. We want to be a partner in your success.

At Dash, each client's portfolio is personally overseen and managed by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Jonathan Dash is the Founder of Dash Investments. As Chief Investment Officer, he is responsible for all the investment management and asset allocation decisions at the firm. With over 25 years of experience in investment management, Mr. Dash has an established reputation as a superior money manager.

Firm Start Year

No.of Employees

CRD#

Firm CRD#

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

I work with the following types of clients

Investment Types

I can meet clients in the following ways

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Securities Licenses

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

Fee Structure

BS Finance Magna Cum Laude - Finance

Solicitor's Written Disclosure Document: https://dashinvest.box.com/v/WrittenDisclosureStatement Disclosure Brochure (Form ADV, Part 2): https://dashinvest.box.com/v/FormADVBrochure. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Dash at 1-800-549-3227.
https://dashinvest.box.com/v/FormCRSPart3