Jeffrey Dunham is a registered investment advisor at Dunham, based in Reno, NV, with 43 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 13,155 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Total fees charged to separately managed account clients range from 0.25% to 1.00% and are negotiable based on account size, strategy, and client circumstances.
Fee Estimator
Location
50 N. Sierra #201, Reno, NV, 89501
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2010Customer Dispute
June 2009Regulatory
September 2006Other Business Activities
Jeffrey holds multiple leadership positions within the Dunham group of companies, including Dunham Funds, Dunham & Associates Holdings, Dunham & Associates Securities, Asset Managers, Inc., and Dunham Trust Company. He also serves as a board member for the Dunham Foundation and owns Dave Stubbs Real Estate, where he provides mentoring and coaching.
Employment History
Current Registrations
Dunham
DunhamBroker
Previous Registrations
Mckewon & TimminsBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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