Jonathan Dumas has been Managing Member of Dean, Jacobson Financial Services since January 2021, is a control person of the firm and directly owns between 10% and 25% of it. Jonathan Dumas holds a Bachelor of Arts in Communication Studies from the University of North Texas.
Dean, Jacobson Financial Services, LLC is a Fort Worth, TX firm with $519M under management, 564 clients and 7 advisers in one office, as of its March 2026 filing.
Jonathan Dumas is Co-Owner and Partner and Chief Information Officer of Dean, Jacobson Financial Services, LLC. His work in wealth management began in 2008 as a Financial Advisor with Edward Jones in the Dallas/Fort Worth area. He heads the firm's securities trading operations and specializes in investment and portfolio management, risk management, financial planning and income planning for retirees.
Jonathan Dumas’ longest registration is the current one, 13 years at Dean, Jacobson Financial Services since 2013. Before joining Dean, Jacobson Financial Services in 2013, Jonathan Dumas was registered through LPL Financial LLC and Primerica Advisors.
- LPL Financial LLCAlso current– present · 2 yearsFort Worth, TX · Adviser representative · Firm CRD 6413
- – present · 13 yearsFort Worth, TX · Adviser representative · Firm CRD 115879
- LPL Financial LLC– · 3 yearsFort Mill, SC · Adviser representative · Firm CRD 6413
- Primerica Advisors– · 1 yearDenton, TX · Adviser representative · Firm CRD 10111
- Edward Jones– · under a yearDallas, TX · Adviser representative · Firm CRD 250
Professional designations
Listed by Dean, Jacobson Financial Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jonathan Dumas is registered as an investment adviser representative in Texas, since September 2013.
- TexasSince 12 September 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 January 2009 |
| Series 7 | General Securities Representative Examination | 5 January 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Evan Dumas
- CRD
- 5614497
- Firm
- Dean, Jacobson Financial Services · CRD 115879
- Role
- Managing Member
- Office
- 3112 W. 4TH ST., Fort Worth, TX 76107
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- deanjacobson.com
Where does Jonathan Dumas work?
Jonathan Dumas has been Managing Member of Dean, Jacobson Financial Services, LLC since January 2021, and is a control person of the firm.
Is Jonathan Dumas a financial advisor?
Yes. Jonathan Dumas has a current investment-adviser registration in Texas, through Dean, Jacobson Financial Services since September 2013.
How many years of experience does Jonathan Dumas have?
Jonathan Dumas has 17 years in the financial industry, since July 2009, across 4 adviser firms.
What exams has Jonathan Dumas passed?
Jonathan Dumas has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2009. FINRA credited Jonathan Dumas with the SIE, which began in October 2018.
Where did Jonathan Dumas work before Dean, Jacobson Financial Services?
Before Dean, Jacobson Financial Services, Jonathan Dumas was registered through Primerica Advisors, August 2011 to August 2012; Edward Jones, February 2009 to March 2009.
Where is Jonathan Dumas based?
Jonathan Dumas’ registered office is in Fort Worth, TX.
Is Jonathan Dumas registered with FINRA?
Yes. Jonathan Dumas has a current broker registration, under CRD 5614497.
Source: FINRA BrokerCheck
Is Jonathan Dumas a CFP?
Dean, Jacobson Financial Services lists Jonathan Dumas with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jonathan Dumas’ record?
Search CRD 5614497 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jonathan Dumas’ full registration record.
