Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
12yrs
John Dunham has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Irvine, California. John has been with Focused Capital Investment since 2021; before that, John spent less than a year at Edward Jones. Focused Capital Investment offers financial planning and investment management and is paid through a percentage of assets and flat fees.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience12 years (since 2015)
How that compares ?12 years in the industry
Office49 Straw Flower, Irvine, CA 92620
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$141,909
States licensed ?2 states
Services through Focused Capital Investment
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
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.
Career
- 2021 – nowFocused Capital Investment, LLCCurrent firm
- Jan 2015 – Feb 2015Edward JonesPreviously
Contact John
(949) 732-0298Focused Capital Investment main office 49 Straw FlowerIrvine, CA 92620Office · Get directions Firm websitewww.focusedcapital.net
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Questions to ask John
Tailored to John’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
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About John
How do I contact John?
Call Focused Capital Investment at (949) 732-0298 and ask for John Dunham. John works from the Irvine, CA office.
How long has John been a financial advisor?
John has been in the industry since 2015, about 12 years. 12 years in the industry.
What licenses does John hold?
Series 65, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Focused Capital Investment reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask John 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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