# Jeffrey Bowlby

> Jeffrey Bowlby is a fee-only financial advisor at Dash Investments in Plano, Texas. Jeffrey charges a percentage of assets and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/jeffrey-bowlby/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Dash Investments
- **Based in:** Plano, Texas
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $681.6M across 1,295 accounts
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 6199056 (https://adviserinfo.sec.gov/individual/summary/6199056)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.dashinvestments.com

## Frequently asked questions

### Is Jeffrey Bowlby a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Dash Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey charges a percentage of assets.

### Where is Jeffrey Bowlby based?

Jeffrey Bowlby is based in Plano, Texas.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning and tax planning.

### Is Jeffrey Bowlby registered with the SEC?

Yes. Jeffrey Bowlby is registered as an investment adviser representative in TX (CRD 6199056), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dash Investments manage?

Dash Investments reports $681.6M across 1,295 accounts in assets under management.

### How do I contact Jeffrey Bowlby?

Through Jeffrey's website, www.dashinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6199056): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.dashinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.