Jonathan Dash has been President of Dash Acquisitions since January 2004, is a control person of the firm and directly owns 75% or more of it. Jonathan Dash holds a B.S. in Finance from the University of Southern California.
Dash Acquisitions Inc. is a Plano, TX firm with $682M under management, 433 clients and 7 advisers in one office, as of its September 2026 filing.
Jonathan Dash is CEO & Chief Investment Officer of Dash Investments and the firm's founder. He is responsible for all of the firm's investment management and asset allocation decisions. He has over 25 years of experience in investment management.
- Dash InvestmentsCurrent– present · 17 yearsWoodland Hills, CA · Adviser representative · Firm CRD 135281
Investment adviser representative registrations
Jonathan Dash is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2009; the most recent is Texas, in October 2026.
- CaliforniaSince 28 January 2009
- TexasResidentSince 1 October 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 12 May 2005 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 4947303
- Firm
- Dash Acquisitions · CRD 135281
- Role
- President
- Office
- 21600 Oxnard Street, Suite 1755, Woodland Hills, CA 91367
- Registration
- Investment adviser registration
- In the industry since
- September 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dashinvestments.com
Where does Jonathan Dash work?
Jonathan Dash has been President of Dash Acquisitions Inc. since January 2004, and is a control person of the firm.
Is Jonathan Dash a financial advisor?
Yes. Jonathan Dash has a current investment-adviser registration in California and Texas, through Dash Acquisitions since January 2009.
How many years of experience does Jonathan Dash have?
Jonathan Dash has 21 years in the financial industry, since September 2005, across 1 adviser firm.
What exams has Jonathan Dash passed?
Jonathan Dash passed the Series 65 in May 2005.
Where did Jonathan Dash work before Dash Acquisitions?
Before Dash Acquisitions, Jonathan Dash was registered through Dash Acquisitions LLC, August 2005 to December 2008.
Where is Jonathan Dash based?
Jonathan Dash’s registered office is in Woodland Hills, CA.
Is Jonathan Dash registered with FINRA?
No. Jonathan Dash has no current broker registration.
How can I verify Jonathan Dash’s record?
Search CRD 4947303 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Dash’s full registration record.