Jon Dahlstrum
Jon Dahlstrum is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Thousand Oaks, CA, with 39 years of industry experience. Jon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
4165 E. Thousand Oaks Blvd., Suite 255, Thousand Oaks, CA, 91361
Get directionsHistory
Regulatory History (1)
Financial
May 2017Other Business ActivitiesSells Insurance
Jon works as a marketing assistant and owns rental real estate. He is also an independent contractor for Boscoe Insurance Services, Inc. and an agent for Dahlstrum Financial selling non-variable life insurance.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Integrated Resources Equity CorporationBroker
State Registrations15 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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