Jonathan E. Dumas, CFP®
is an Associate with Dean, Jacobson Financial Services, LLC and has been with the firm since 2012. His work in wealth management began in 2008 as a Financial Advisor with Edward Jones here in the Dallas / Fort Worth area. Jonathan’s experience has revolved around creating comprehensive financial plans through thoughtful strategic and tactical planning in his areas of specialty – investment management and risk management. He also oversees all Social Security benefit planning for the firm’s clients and the integration of filing strategies with retirement planning. Much of Jonathan’s focus within the firm is centered around creative, broad-based planning for clients in the areas of investments, estate, tax and insurance, as well as investment research and model portfolio design.
Jonathan is a graduate of the University of North Texas, Denton, Texas with a Bachelor of Arts (BA) in Communication Studies, also receiving his certificate in the University’s Personal Financial Planning program. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and a professional member of the Financial Planning Association (FPA). Jonathan has been recognized multiple times as a “FIVE STAR Wealth Manager”* in Texas Monthly magazine and has been a featured speaker on Social Security and other financial planning topics at numerous events and conferences.
Jonathan has worked on multiple development committees for LPL Financial, the nation’s largest independent broker/dealer**, helping LPL improve investment reporting and trading technology systems. In the local community, Jonathan spends a great deal of his personal time involved with his local church and other volunteer responsibilities. He has served for multiple years as a Personal Finance teacher for Junior Achievement of the Chisholm Trail, Inc. (JA), teaching students at Fort Worth high schools the foundational aspects of earning and budgeting money, saving and investing, as well as building and using credit responsibly.
Jonathan is a proud native Texan, born and raised in Denton. He is married to Melinda and they have two boys, Kai (4) and Jack (2). When away from the office, Jonathan enjoys being a full-time husband and daddy, and when the opportunity presents itself, he and Melinda enjoy hiking, mountain biking and traveling to unique parts of the world.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 – 2017 Five Star Wealth Managers.
**As reported by Financial Planning magazine, June 1996-2016, based on total revenue.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Adviser, member FINRA/SIPC. Other advisory services and investment advice offered through Dean, Jacobson Financial Services, LLC, a Registered Investment Adviser, and separate entity from LPL Financial.