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CFA

Jasen Dahm

Cambridge Investment Research Advisors, INC.
11 Years of Experience
Urbandale, IA
1 DisclosureBroker
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Jasen Dahm is a CFA-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Urbandale, IA, with 11 years of industry experience. Jasen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Urbandale, IA

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History

Regulatory History (1)
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Criminal
September 2005
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jasen is an advisory representative of a RIA, serves as a director on the executive committee of Junior Achievement, and is a minority owner of Iowa Dreamview Fund LLC. He is also a CPA employee at TAG Invest, single member owner of JB Dahm Holdings, and LLC owner/author at Telos Advisory Holdings.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
December 2021 - Present · 4 yrs 10 mos
Cambridge Investment Research, INC.Broker
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
May 2020 - June 2021 · 1 yr 1 mo
Cambridge Investment Research, INC.Broker
May 2020 - June 2021 · 1 yr 1 mo
Voya Financial Advisors, INC.
February 2017 - May 2020 · 3 yrs 3 mos
Voya Financial Advisors, INC.Broker
October 2014 - May 2020 · 5 yrs 7 mos
State Registrations3 states
IAMOWI
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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