Jonathan Dash
Dash Investments · Woodland Hills, California
Jonathan Dash is a fee-only financial advisor at Dash Investments in Woodland Hills, California. Jonathan charges a percentage of assets and focuses on retirement planning and tax planning.
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Specialties
Facts
| Firm | Dash Investments |
|---|---|
| Based in | Woodland Hills, California |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $681.6M across 1,295 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4947303 |
| Exams passed | Series 65 (2005) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.dashinvestments.com |
| Profile |
How Jonathan'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 Jonathan
Is Jonathan Dash a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan 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 Jonathan charge for financial advice?
Jonathan charges a percentage of assets.
Where is Jonathan Dash based?
Jonathan Dash is based in Woodland Hills, California.
What does Jonathan specialize in?
Jonathan's specialties include retirement planning and tax planning.
Is Jonathan Dash registered with the SEC?
Yes. Jonathan Dash is registered as an investment adviser representative in CA and TX (CRD 4947303), 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 Jonathan Dash?
Through Jonathan's website, www.dashinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Woodland Hills
Other advisors in California 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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