Jon Dahlstrum

Raymond James Financial Services Advisors, INC

38 Years of Experience

Thousand Oaks, CA

1 DisclosureBrokerSells Insurance

Jon Dahlstrum is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Thousand Oaks, CA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

6484 advisors

IM Fee

Planning only

Assets Under Management

$390.0B

Fee Structure

Hourly Rate:Up to $400/hr

View Full SEC Brochure

Location

4165 E. Thousand Oaks Blvd., Suite 255, Thousand Oaks, CA, 91361

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History

Regulatory History (1)

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Financial

May 2017

Final

View Full SEC Report How to Read Disclosures

Other 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

January 2009 - Present · 17 yrs 8 mos

Raymond James Financial Services, INC.Broker

January 1991 - Present · 35 yrs 8 mos

Previous Registrations

Raymond James Financial Services

July 2002 - January 2009 · 6 yrs 6 mos

American Express Financial Advisors INC.Broker

October 1989 - April 1991 · 1 yr 6 mos

Ids Life Insurance CompanyBroker

October 1989 - April 1991 · 1 yr 6 mos

Integrated Resources Equity CorporationBroker

September 1987 - November 1989 · 2 yrs 2 mos

State Registrations12 states

ARAZCACOFLHIIDNVORTNTXWA

AdvisorBrokerBoth

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

No exam information available for this advisor.

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