Owner | Partner
Jonathan E. Dumas, CFP® is Co-Owner and Partner as well as Chief Information Officer (CIO) of 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 in the Dallas/Fort Worth area. Jonathan is head of all securities trading operations for the firm and specializes in strategic and tactical designs for investment and portfolio management and allocations, risk management, and financial planning. He also specializes in income planning for retirees and the coordination and integration of financial resources in the most tax efficient and sustainable methods.
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 serves on the firm’s Investment Allocations and Model Portfolios Committee and supervises the structure and content of the research for the Committee’s reviews as well as for individual client meetings.
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 and a member of the Financial Planning Association (FPA). Jonathan’s professional licenses include Series 7 (General Securities), and Series 66. Jonathan is and 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 Southwest and Arlington Heights high schools the foundational aspects of earning and budgeting money, saving and investing, as well as building and using credit responsibly. Jonathan has served on the Board of Directors for DFW Asylum Seeker Housing (DASH) Network and is a past Vice President of the Board. He remains active with the organization in several volunteer and consulting capacities.
Jonathan is a proud native Texan, born and raised in Denton. He is married to Melinda and they have three children, Kai (11), Jack (9) and Cambria (4). 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 snow skiing with their kids.
