Jeffrey Bowlby
Dash Investments · Plano, Texas
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.
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Specialties
Facts
| Firm | Dash Investments |
|---|---|
| Based in | Plano, Texas |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $681.6M across 1,295 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6199056 |
| Exams passed | Series 66 (2014) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.dashinvestments.com |
How Jeffrey's firm compares
- Dash Investments's average account is about $526,000, from its Form ADV (assets managed divided by 1,295 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
Where this information comes from
- SEC adviser records : 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
- Dash Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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