Morgan Stanley
46yrs
Top advisor by experience in Woodland Hills
21yrs
Jonathan Dash
Financial advisor at Dash Investments
Jonathan Dash has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Woodland Hills, California. Jonathan joined Dash Investments in 2009, a firm offering financial planning and investment management. The firm is paid through a percentage of assets.
One of 373 advisors with offices in Woodland Hills, and one of 329 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top advisor by experience at Dash Investments
Office21600 Oxnard Street Suite 1755, Woodland Hills, CA 91367
FirmDash Investments
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.58 million
Advisors at the firm6
States licensed ?2 states
Services through Dash Investments
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2009 – nowDash InvestmentsCurrent firm
- Jan 2008 – Dec 2008Dash InvestmentsPreviously
- 2005 – 2007Dash InvestmentsPreviously
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call Dash Investments at 800-549-3227 and ask for Jonathan Dash. Jonathan works from the Woodland Hills, CA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2005, about 21 years. Top advisor by experience at Dash Investments.
What licenses does Jonathan hold?
Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Dash Investments reports being paid by a percentage of the assets they manage. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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