Jonathan Dumas
CFP
Co-Owner, Partner
jonathan[at]
Jonathan Dumas, CFP is Co-Owner/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) through LPL Financial and Series 66 through Dean, Jacobson Financial Services, LLC. Jonathan is and has been recognized multiple times as a “FIVE STAR Wealth Manager”* inTexas 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 community, Jonathan spends a great deal of his personal time serving within his local church, Trinity Presbyterian Church, as well as many local non-profits. He has served for multiple years as a fourth grade mentor with Academy 4 and 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. Jonathanhas also served on the Board of Directors for DFW Asylum Seeker Housing (DASH) Network and is a past Vice President of the Board.
Jonathan is a proud native Texan, born and raised in Denton. He is married to Melinda and they have three children, Kai (12), Jack (10), and Cambria (5). 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.
*This award is 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 2012-2024 Five Star Wealth Managers
**As reported by Financial Planning magazine, June 1996-2025, based on total revenue.