Jasen Dahm
Jasen Dahm is a CFA-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Urbandale, IA, with 10 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Urbandale, IA
Get directionsHistory
Regulatory History (1)
Criminal
September 2005Other 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.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations3 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.